CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in BFS — Saul Centers, Inc.
CIK 1766904
RICHMOND, VA
Position in BFS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,832
-$1,237 QoQ
Shares Held
156
-28.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 193 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BFS Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $217,654 across 5 REIT - Retail names. BFS ranks #3 (2.7% of the industry book) .
All Filings in BFS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,832 | 156 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $7,069 | 217 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $4,413 | 140 | Shares | Other | 2026-02-09 | |
| 2025-06-30 | $785 | 23 | Shares | Other | 2025-08-13 | |
| 2024-09-30 | $2,769,360 | 66,000 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $2,363,943 | 64,290 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $2,487,993 | 64,640 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $2,610,669 | 66,480 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $2,356,741 | 66,820 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,475,712 | 67,220 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $2,646,930 | 67,870 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,768,070 | 68,045 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,523,562 | 67,295 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,761,588 | 58,620 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||