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
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 $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