Y-Intercept (HK)’s Saul Centers BFS Stock Holding History

Y-Intercept (HK)’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	$549K	Buy	+14,695	New	+$513K	0.01%	1286
2025 Q2	–	Sell	-5,704	Closed	-$206K	–	1637
2025 Q1	$206K	Buy	+5,704	New	+$209K	0.01%	1050
2024 Q4	–	Sell	-13,802	Closed	-$579K	–	1195
2024 Q3	$579K	Sell	13,802 -19,336	-58%	-$761K	0.04%	715
2024 Q2	$1.22M	Buy	33,138 +20,771	+168%	+$760K	0.07%	408
2024 Q1	$476K	Buy	+12,367	New	+$470K	0.04%	731

Other funds holding BFS

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return