CARY STREET PARTNERS FINANCIAL LLC BFS — SAUL CTRS INC COM

Ownership history in CARY STREET PARTNERS FINANCIAL LLC  ·  6 quarters on record

AI Ownership Summary

CARY STREET PARTNERS FINANCIAL LLC reported SAUL CTRS INC COM (BFS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2024 Q4. The latest visible filing shows BFS at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CARY STREET PARTNERS FINANCIAL LLC's position in SAUL CTRS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BFS was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BFS stock page CARY STREET PARTNERS FINANCIAL LLC fund profile CARY STREET PARTNERS FINANCIAL LLC full holdings
How CARY STREET PARTNERS FINANCIAL LLC held BFS — position size vs. price
% of Fund (quarterly)    BFS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 92,200 -50 -0.1% 0.07% $3.0M 2026-04-29 $34.08
2025 Q4 ADDED — — — 92,250 +6,625 +7.7% 0.07% $2.9M 2026-02-09 $33.72
2025 Q3 ADDED — — — 85,625 +8,000 +10.3% 0.07% $2.7M 2025-11-10 $28.74
2025 Q2 ADDED — — — 77,625 +15,625 +25.2% 0.07% $2.7M 2025-08-13 $31.17
2025 Q1 REDUCED 5.6% -3.7% ✅ 62,000 -3,700 -5.6% 0.07% $2.2M 2025-05-09 $30.73
2024 Q4 INITIATED — — — 65,700 — — 0.08% $2.5M 2025-02-14 $33.21

🏢 Other funds also holding BFS

As of 2026 Q1 — sorted by position size

AlphaCentric Advisors LLC 3Y 1.14% WEALTHEDGE INVESTMENT ADVISORS, LLC 0.5% BEACON INVESTMENT ADVISORS LLC 3Y 0.39% DENALI ADVISORS LLC 3Y 7Y 0.26% Crossingbridge Advisors, LLC 0.21% Odyssean, LLC 0.14% Sargent Investment Group, LLC 3Y 7Y 0.09% Inspire Investing, LLC 3Y 7Y 0.04% ADAGE CAPITAL PARTNERS GP, L.L.C. 3Y 7Y 0.04% T. Rowe Price Investment Management, Inc. 3Y 0.03%

FAQ About CARY STREET PARTNERS FINANCIAL LLC and BFS

These are the practical questions this page is built to answer before you even open the full history table.

How long has CARY STREET PARTNERS FINANCIAL LLC reported owning BFS?

CARY STREET PARTNERS FINANCIAL LLC reported BFS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BFS position in CARY STREET PARTNERS FINANCIAL LLC's portfolio?

The largest reported portfolio weight for BFS was 0.08% in 2024 Q4.

What is the latest reported BFS position on this page?

The most recent filing on this page is 2026 Q1, when CARY STREET PARTNERS FINANCIAL LLC reported 92,200 shares, equal to 0.07% of portfolio, with an estimated market value of $3.0M.

What does the chart on this BFS ownership page compare?

The chart compares CARY STREET PARTNERS FINANCIAL LLC's quarterly BFS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CARY STREET PARTNERS FINANCIAL LLC time their BFS position?

Based on 13F filing dates vs. subsequent BFS price moves, CARY STREET PARTNERS FINANCIAL LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on BFS relative to SPY over the holding period was -11.2%.

← Back to CARY STREET PARTNERS FINANCIAL LLC Holdings