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EP Wealth Advisors’s Broadstone Net Lease BNL Stock Holding History

EP Wealth Advisors’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 		$245K Buy
11,874
+997
+9% +$20.1K ﹤0.01% 1403
2026
Q1 		$199K Sell
10,877
-1,158
-10% -$21.8K ﹤0.01% 1414
2025
Q4 		$209K Buy
+12,035
New +$217K ﹤0.01% 1368
2025
Q2 		$188K Sell
11,686
-199
-2% -$3.19K ﹤0.01% 1271
2025
Q1 		$203K Buy
+11,885
New +$193K ﹤0.01% 1128

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

EP Wealth Advisors's BNL Position: Q2 2026 in Review

EP Wealth Advisors increased its Broadstone Net Lease (BNL) stake by 9.2% in Q2 2026, buying an estimated $20.1K and bringing the position to 11,874 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

EP Wealth Advisors first reported a position in BNL in Q1 2025 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

  • EP Wealth Advisors held 11,874 shares of Broadstone Net Lease worth $245K as of Q2 2026.
  • EP Wealth Advisors bought 997 Broadstone Net Lease shares in Q2 2026, an estimated $20.1K.
  • Broadstone Net Lease made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1403 holding.
  • EP Wealth Advisors first reported a position in Broadstone Net Lease in Q1 2025 and has held it in 5 quarters since.
  • 378 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.