WIA
BFS

Wealthedge Investment Advisors’s Saul Centers BFS Stock Holding History

Wealthedge Investment Advisors’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.37M Sell
41,959
-9,781
-19% -$324K 0.5% 49
2025
Q4 		$1.63M Sell
51,740
-6,820
-12% -$210K 0.6% 48
2025
Q3 		$1.87M Buy
58,560
+20,803
+55% +$687K 0.71% 44
2025
Q2 		$1.29M Buy
37,757
+25,007
+196% +$843K 0.54% 54
2025
Q1 		$460K Buy
+12,750
New +$467K 0.21% 94

Other funds holding BFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthedge Investment Advisors's BFS Position: Q1 2026 in Review

Wealthedge Investment Advisors reduced its Saul Centers (BFS) stake by 19% in Q1 2026, selling an estimated $324K and leaving 41,959 shares worth $1.37M. The position accounts for 0.5% of the portfolio, ranked #49.

Wealthedge Investment Advisors first reported a position in BFS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.87M in Q3 2025. 182 funds tracked by Wall St. Rank hold BFS as of Q1 2026.

  • Wealthedge Investment Advisors held 41,959 shares of Saul Centers worth $1.37M as of Q1 2026.
  • Wealthedge Investment Advisors sold 9,781 Saul Centers shares in Q1 2026, an estimated $324K.
  • Saul Centers made up 0.5% of Wealthedge Investment Advisors's portfolio in Q1 2026, its #49 holding.
  • Wealthedge Investment Advisors first reported a position in Saul Centers in Q1 2025 and has held it in 5 quarters since.
  • Wealthedge Investment Advisors's Saul Centers position peaked at $1.87M in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Saul Centers as of Q1 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.