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Cascade Financial Partners’s Broadstone Net Lease BNL Stock Holding History

Cascade Financial 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 		$4.28M Sell
207,003
-149,705
-42% -$3.02M 0.37% 58
2026
Q1 		$6.52M Sell
356,708
-4,748
-1% -$89.4K 0.67% 34
2025
Q4 		$6.28M Buy
361,456
+4,796
+1% +$86.3K 0.64% 30
2025
Q3 		$6.37M Sell
356,660
-14,601
-4% -$251K 0.73% 27
2025
Q2 		$5.96M Sell
371,261
-4,114
-1% -$65.9K 0.72% 29
2025
Q1 		$6.4M Buy
375,375
+15,507
+4% +$251K 0.81% 23
2024
Q4 		$5.71M Sell
359,868
-16,936
-4% -$295K 0.74% 28
2024
Q3 		$6.91M Sell
376,804
-17,465
-4% -$309K 0.87% 21
2024
Q2 		$6.26M Sell
394,269
-19,587
-5% -$296K 0.82% 23
2024
Q1 		$6.07M Buy
+413,856
New +$6.53M 0.87% 23

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Cascade Financial Partners's BNL Position: Q2 2026 in Review

Cascade Financial Partners reduced its Broadstone Net Lease (BNL) stake by 42% in Q2 2026, selling an estimated $3.02M and leaving 207,003 shares worth $4.28M. The position accounts for 0.37% of the portfolio, ranked #58.

Cascade Financial Partners first reported a position in BNL in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.91M in Q3 2024. 379 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

  • Cascade Financial Partners held 207,003 shares of Broadstone Net Lease worth $4.28M as of Q2 2026.
  • Cascade Financial Partners sold 149,705 Broadstone Net Lease shares in Q2 2026, an estimated $3.02M.
  • Broadstone Net Lease made up 0.37% of Cascade Financial Partners's portfolio in Q2 2026, its #58 holding.
  • Cascade Financial Partners first reported a position in Broadstone Net Lease in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's Broadstone Net Lease position peaked at $6.91M in Q3 2024.
  • 379 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.