XF
BFS

XML Financial’s Saul Centers BFS Stock Holding History

XML Financial’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 		$293K Sell
7,835
-2,500
-24% -$87.3K 0.02% 376
2026
Q1 		$337K Sell
10,335
-2,250
-18% -$74.5K 0.03% 323
2025
Q4 		$397K Sell
12,585
-5,000
-28% -$154K 0.03% 293
2025
Q3 		$560K Sell
17,585
-4,785
-21% -$158K 0.05% 237
2025
Q2 		$764K Sell
22,370
-1,600
-7% -$54K 0.07% 198
2025
Q1 		$865K Sell
23,970
-816
-3% -$29.9K 0.08% 183
2024
Q4 		$962K Sell
24,786
-333
-1% -$13.3K 0.09% 175
2024
Q3 		$1.05M Buy
25,119
+3
+0% +$118 0.1% 171
2024
Q2 		$924K Sell
25,116
-3,313
-12% -$121K 0.09% 172
2024
Q1 		$1.09M Sell
28,429
-1,597
-5% -$60.7K 0.11% 157
2023
Q4 		$1.18M Sell
30,026
-1,413
-4% -$51.8K 0.12% 146
2023
Q3 		$1.11M Buy
31,439
+3,763
+14% +$140K 0.13% 144
2023
Q2 		$1.02M Buy
27,676
+5,737
+26% +$206K 0.12% 157
2023
Q1 		$856K Buy
21,939
+3,252
+17% +$130K 0.1% 164
2022
Q4 		$760K Buy
18,687
+7,493
+67% +$304K 0.1% 175
2022
Q3 		$420K Buy
+11,194
New +$516K 0.06% 209
2022
Q2 		– Sell
-8,891
Closed -$469K – 241
2022
Q1 		$469K Buy
8,891
+2
+0% +$98 0.06% 215
2021
Q4 		$471K Buy
8,889
+1
+0% +$50 0.06% 208
2021
Q3 		$392K Buy
+8,888
New +$401K 0.05% 224

Other funds holding BFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

XML Financial's BFS Position: Q2 2026 in Review

XML Financial reduced its Saul Centers (BFS) stake by 24% in Q2 2026, selling an estimated $87.3K and leaving 7,835 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #376.

XML Financial first reported a position in BFS in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.18M in Q4 2023. 194 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

  • XML Financial held 7,835 shares of Saul Centers worth $293K as of Q2 2026.
  • XML Financial sold 2,500 Saul Centers shares in Q2 2026, an estimated $87.3K.
  • Saul Centers made up 0.02% of XML Financial's portfolio in Q2 2026, its #376 holding.
  • XML Financial first reported a position in Saul Centers in Q3 2021 and has held it in 19 quarters since.
  • XML Financial's Saul Centers position peaked at $1.18M in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.