BWL
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bogart Wealth LLC's BNL Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in Broadstone Net Lease (BNL) in Q1 2026: 110 shares worth $2.01K. The stake represents ﹤0.01% of the portfolio and ranks #1275 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in BNL as recently as Q3 2023.

Bogart Wealth LLC first reported a position in BNL in Q4 2022 and has held it in 5 quarters since. 350 funds tracked by Wall St. Rank hold BNL as of Q1 2026.

  • Bogart Wealth LLC held 110 shares of Broadstone Net Lease worth $2.01K as of Q1 2026.
  • Broadstone Net Lease was a new Bogart Wealth LLC position in Q1 2026.
  • Broadstone Net Lease made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1275 holding.
  • Bogart Wealth LLC first reported a position in Broadstone Net Lease in Q4 2022 and has held it in 5 quarters since.
  • 350 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.