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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Cascade Financial Partners's BNL Position: Q1 2026 in Review

Cascade Financial Partners reduced its Broadstone Net Lease (BNL) stake by 1.3% in Q1 2026, selling an estimated $89.4K and leaving 356,708 shares worth $6.52M. The position accounts for 0.67% of the portfolio, ranked #34.

Cascade Financial Partners first reported a position in BNL in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.91M in Q3 2024. 350 funds tracked by Wall St. Rank hold BNL as of Q1 2026.

Cascade Financial Partners held 356,708 shares of Broadstone Net Lease worth $6.52M as of Q1 2026.
Cascade Financial Partners sold 4,748 Broadstone Net Lease shares in Q1 2026, an estimated $89.4K.
Broadstone Net Lease made up 0.67% of Cascade Financial Partners's portfolio in Q1 2026, its #34 holding.
Cascade Financial Partners first reported a position in Broadstone Net Lease in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Broadstone Net Lease position peaked at $6.91M in Q3 2024.
350 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.