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BSW Wealth Partners’s Broadstone Net Lease BNL Stock Holding History

BSW Wealth Partners’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
-39,942
Closed -$730K – 334
2026
Q1 		$730K Hold
39,942
– – 0.09% 134
2025
Q4 		$694K Hold
39,942
– – 0.08% 138
2025
Q3 		$714K Hold
39,942
– – 0.09% 128
2025
Q2 		$641K Hold
39,942
– – 0.09% 130
2025
Q1 		$681K Hold
39,942
– – 0.1% 120
2024
Q4 		$633K Sell
39,942
-58
-0.1% -$1.01K 0.09% 129
2024
Q3 		$758K Buy
+40,000
New +$708K 0.11% 101

Other funds holding BNL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

BSW Wealth Partners's BNL Position: Q2 2026 in Review

BSW Wealth Partners sold out of Broadstone Net Lease (BNL) in Q2 2026, closing a stake of 39,942 shares — an estimated $730K sold.

BSW Wealth Partners first reported a position in BNL in Q3 2024 and held it in 7 quarters. The position peaked at $758K in Q3 2024. 32 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

  • BSW Wealth Partners reported no remaining Broadstone Net Lease position as of Q2 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 39,942 Broadstone Net Lease shares in Q2 2026, an estimated $730K.
  • BSW Wealth Partners first reported a position in Broadstone Net Lease in Q3 2024 and held it in 7 quarters.
  • BSW Wealth Partners's Broadstone Net Lease position peaked at $758K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.