Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Broadstone Net Lease BNL Stock Holding History

Carson Wealth (CWM 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 		$385K Buy
21,073
+459
+2% +$8.64K ﹤0.01% 2212
2025
Q4 		$358K Buy
20,614
+3,154
+18% +$56.8K ﹤0.01% 2138
2025
Q3 		$312K Buy
17,460
+9,687
+125% +$167K ﹤0.01% 2097
2025
Q2 		$125K Buy
7,773
+6,984
+885% +$112K ﹤0.01% 2532
2025
Q1 		$13K Buy
789
+587
+291% +$9.52K ﹤0.01% 3943
2024
Q4 		$3K Sell
202
-138
-41% -$2.4K ﹤0.01% 4382
2024
Q3 		$6K Buy
340
+251
+282% +$4.44K ﹤0.01% 3984
2024
Q2 		$1K Sell
89
-28
-24% -$424 ﹤0.01% 4322
2024
Q1 		$2K Buy
117
+93
+388% +$1.47K ﹤0.01% 3938
2023
Q4 		$0 Sell
24
-2,031
-99% -$31.3K ﹤0.01% 4145
2023
Q3 		$29K Sell
2,055
-155
-7% -$2.48K ﹤0.01% 2423
2023
Q2 		$34K Buy
2,210
+174
+9% +$2.79K ﹤0.01% 2265
2023
Q1 		$35K Buy
2,036
+12
+0.6% +$209 ﹤0.01% 2106
2022
Q4 		$33K Buy
2,024
+1,275
+170% +$21.3K ﹤0.01% 2014
2022
Q3 		$12K Buy
+749
New +$15.2K ﹤0.01% 2553

Other funds holding BNL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BNL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Broadstone Net Lease (BNL) stake by 2.2% in Q1 2026, buying an estimated $8.64K and bringing the position to 21,073 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

Carson Wealth (CWM LLC) first reported a position in BNL in Q3 2022 and has held it in 15 quarters since. 352 funds tracked by Wall St. Rank hold BNL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,073 shares of Broadstone Net Lease worth $385K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 459 Broadstone Net Lease shares in Q1 2026, an estimated $8.64K.
  • Broadstone Net Lease made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2212 holding.
  • Carson Wealth (CWM LLC) first reported a position in Broadstone Net Lease in Q3 2022 and has held it in 15 quarters since.
  • 352 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.