Whittier Trust’s Saul Centers BFS Stock Holding History

Whittier Trust’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 Q2	$73.4K	Hold	2,000	–	–	﹤0.01%	808
2026 Q1	$66.1K	Hold	2,000	–	–	﹤0.01%	792
2025 Q4	$63.2K	Hold	2,000	–	–	﹤0.01%	823
2025 Q3	$63.1K	Hold	2,000	–	–	﹤0.01%	813
2025 Q2	$68.3K	Hold	2,000	–	–	﹤0.01%	882
2025 Q1	$72.1K	Hold	2,000	–	–	﹤0.01%	858
2024 Q4	$77.6K	Hold	2,000	–	–	﹤0.01%	851
2024 Q3	$83.9K	Hold	2,000	–	–	﹤0.01%	831
2024 Q2	$73.5K	Buy	+2,000	New	+$73.1K	﹤0.01%	840
2023 Q2	–	Sell	-36	Closed	-$1.4K	–	1572
2023 Q1	$1.4K	Hold	36	–	–	﹤0.01%	1510
2022 Q4	$1.46K	Hold	36	–	–	﹤0.01%	1510
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	1592
2022 Q2	$2K	Hold	36	–	–	﹤0.01%	1545
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	1563
2021 Q4	$2K	Hold	36	–	–	﹤0.01%	1490
2021 Q3	$2K	Hold	36	–	–	﹤0.01%	1408
2021 Q2	$2K	Hold	36	–	–	﹤0.01%	1439
2021 Q1	$1K	Hold	36	–	–	﹤0.01%	1468
2020 Q4	$1K	Hold	36	–	–	﹤0.01%	1350
2020 Q3	$1K	Hold	36	–	–	﹤0.01%	1366
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	1316
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	1375
2019 Q4	$2K	Hold	36	–	–	﹤0.01%	1349
2019 Q3	$2K	Buy	+36	New	+$1.92K	﹤0.01%	1360

Other funds holding BFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Whittier Trust's BFS Position: Q2 2026 in Review

Whittier Trust held its Saul Centers (BFS) position steady in Q2 2026 at 2,000 shares worth $73.4K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Whittier Trust first reported a position in BFS in Q3 2019 and has held it in 24 quarters since. The position peaked at $83.9K in Q3 2024. 194 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

Whittier Trust held 2,000 shares of Saul Centers worth $73.4K as of Q2 2026.
Whittier Trust left its Saul Centers share count unchanged in Q2 2026.
Saul Centers made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #808 holding.
Whittier Trust first reported a position in Saul Centers in Q3 2019 and has held it in 24 quarters since.
Whittier Trust's Saul Centers position peaked at $83.9K in Q3 2024.
194 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.