XML Financial, LLC

Position in BFS — Saul Centers, Inc.

CIK 1800465 BETHESDA, MD

Position in BFS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$292,950

-$43,764 QoQ

Shares Held

7,835

-24.2% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#89

of 193 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

XML Financial, LLC holds $1,100,425 across 3 REIT - Retail names. BFS ranks #3 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	7,944	$492,210
2	FRT	Federal Realty Investment Trust	2,554	$315,265
3	BFS	Saul Centers, Inc. This page	7,835	$292,950

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$292,950	7,835	-24.2%	Shares	Sole	2026-07-24
2026-03-31	$336,714	10,335	-17.9%	Shares	Sole	2026-04-16
2025-12-31	$396,805	12,585	-28.4%	Shares	Sole	2026-02-11
2025-09-30	$560,433	17,585	-21.4%	Shares	Sole	2025-10-20
2025-06-30	$763,711	22,370	-6.7%	Shares	Sole	2025-07-17
2025-03-31	$864,597	23,970	-3.3%	Shares	Sole	2025-04-22
2024-12-31	$961,696	24,786	-1.3%	Shares	Sole	2025-01-17
2024-09-30	$1,053,993	25,119	+0.0%	Shares	Sole	2024-11-01
2024-06-30	$923,515	25,116	-11.7%	Shares	Sole	2024-07-22
2024-03-31	$1,094,232	28,429	-5.3%	Shares	Sole	2024-05-15
2023-12-31	$1,179,121	30,026	-4.5%	Shares	Sole	2024-02-14
2023-09-30	$1,108,853	31,439	+13.6%	Shares	Sole	2023-11-06
2023-06-30	$1,019,307	27,676	+26.1%	Shares	Sole	2023-08-07
2023-03-31	$855,621	21,939	+17.4%	Shares	Sole	2023-05-15
2022-12-31	$760,187	18,687	+66.9%	Shares	Sole	2023-02-10
2022-09-30	$419,775	11,194	+25.9%	Shares	Sole	2022-11-04
2022-03-31	$468,555	8,891	+0.0%	Shares	Sole	2022-05-02
2021-12-31	$471,294	8,889	+0.0%	Shares	Sole	2022-02-01
2021-09-30	$391,605	8,888	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.