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Avantax Advisory Services’s Broadstone Net Lease BNL Stock Holding History

Avantax Advisory Services’s Portfolio BNL Stock Details BNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25,145
Closed -$428K – 2369
2025
Q1 		$428K Sell
25,145
-2,345
-9% -$38K ﹤0.01% 1607
2024
Q4 		$436K Sell
27,490
-5,773
-17% -$101K ﹤0.01% 1536
2024
Q3 		$630K Buy
33,263
+1,625
+5% +$28.7K ﹤0.01% 1265
2024
Q2 		$502K Buy
+31,638
New +$479K ﹤0.01% 1359

Other funds holding BNL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's BNL Position: Q2 2025 in Review

Avantax Advisory Services sold out of Broadstone Net Lease (BNL) in Q2 2025, closing a stake of 25,145 shares — an estimated $428K sold.

Avantax Advisory Services first reported a position in BNL in Q2 2024 and held it in 4 quarters. The position peaked at $630K in Q3 2024. 321 funds tracked by Wall St. Rank hold BNL as of Q2 2025.

  • Avantax Advisory Services reported no remaining Broadstone Net Lease position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 25,145 Broadstone Net Lease shares in Q2 2025, an estimated $428K.
  • Avantax Advisory Services first reported a position in Broadstone Net Lease in Q2 2024 and held it in 4 quarters.
  • Avantax Advisory Services's Broadstone Net Lease position peaked at $630K in Q3 2024.
  • 321 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.