Bogart Wealth LLC’s Broadstone Net Lease BNL Stock Holding History

Bogart Wealth LLC’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
2026 Q2	–	Sell	-110	Closed	-$2.01K	–	2020
2026 Q1	$2.01K	Buy	+110	New	+$2.07K	﹤0.01%	1275
2023 Q4	–	Sell	-95	Closed	-$1.36K	–	1067
2023 Q3	$1.36K	Hold	95	–	–	﹤0.01%	930
2023 Q2	$1.47K	Hold	95	–	–	﹤0.01%	916
2023 Q1	$1.62K	Hold	95	–	–	﹤0.01%	938
2022 Q4	$1.54K	Buy	+95	New	+$1.59K	﹤0.01%	816

Other funds holding BNL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Bogart Wealth LLC's BNL Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Broadstone Net Lease (BNL) in Q2 2026, closing a stake of 110 shares — an estimated $2.01K sold.

Bogart Wealth LLC first reported a position in BNL in Q4 2022 and held it in 5 quarters. The position peaked at $2.01K in Q1 2026. 378 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

Bogart Wealth LLC reported no remaining Broadstone Net Lease position as of Q2 2026 after selling out during the quarter.
Bogart Wealth LLC sold 110 Broadstone Net Lease shares in Q2 2026, an estimated $2.01K.
Bogart Wealth LLC first reported a position in Broadstone Net Lease in Q4 2022 and held it in 5 quarters.
Bogart Wealth LLC's Broadstone Net Lease position peaked at $2.01K in Q1 2026.
378 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.