Evermay Wealth Management’s Broadstone Net Lease BNL Stock Holding History

Evermay Wealth Management’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	$906K	Sell	43,767 -211	-0.5%	-$4.26K	0.09%	98
2026 Q1	$805K	Sell	43,978 -1,580	-3%	-$29.7K	0.09%	97
2025 Q4	$793K	Buy	45,558 +144	+0.3%	+$2.59K	0.09%	98
2025 Q3	$814K	Sell	45,414 -2,146	-5%	-$36.9K	0.09%	98
2025 Q2	$766K	Buy	47,560 +656	+1%	+$10.5K	0.09%	100
2025 Q1	$802K	Sell	46,904 -3,251	-6%	-$52.7K	0.11%	92
2024 Q4	$798K	Buy	50,155 +969	+2%	+$16.9K	0.12%	93
2024 Q3	$937K	Buy	49,186 +677	+1%	+$12K	0.15%	84
2024 Q2	$774K	Buy	48,509 +579	+1%	+$8.76K	0.12%	93
2024 Q1	$755K	Buy	47,930 +4,931	+11%	+$77.8K	0.11%	98
2023 Q4	$744K	Buy	42,999 +9,385	+28%	+$145K	0.14%	78
2023 Q3	$485K	Sell	33,614 -15,910	-32%	-$255K	0.1%	100
2023 Q2	$769K	Sell	49,524 -18,154	-27%	-$291K	0.15%	75
2023 Q1	$1.16M	Buy	67,678 +931	+1%	+$16.2K	0.23%	46
2022 Q4	$1.09M	Sell	66,747 -14,012	-17%	-$234K	0.22%	51
2022 Q3	$1.26M	Buy	80,759 +3,861	+5%	+$78.3K	0.25%	42
2022 Q2	$1.59M	Buy	76,898 +7,260	+10%	+$152K	0.31%	37
2022 Q1	$1.52M	Buy	69,638 +5,725	+9%	+$128K	0.25%	46
2021 Q4	$1.59M	Buy	63,913 +1,000	+2%	+$25.6K	0.28%	32
2021 Q3	$1.56M	Buy	62,913 +9,663	+18%	+$250K	0.3%	31
2021 Q2	$1.25M	Buy	53,250 +5,380	+11%	+$115K	0.23%	42
2021 Q1	$876K	Buy	+47,870	New	+$884K	0.18%	57

Other funds holding BNL

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Evermay Wealth Management's BNL Position: Q2 2026 in Review

Evermay Wealth Management reduced its Broadstone Net Lease (BNL) stake by 0.48% in Q2 2026, selling an estimated $4.26K and leaving 43,767 shares worth $906K. The position accounts for 0.09% of the portfolio, ranked #98.

Evermay Wealth Management first reported a position in BNL in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.59M in Q2 2022. 72 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

Evermay Wealth Management held 43,767 shares of Broadstone Net Lease worth $906K as of Q2 2026.
Evermay Wealth Management sold 211 Broadstone Net Lease shares in Q2 2026, an estimated $4.26K.
Broadstone Net Lease made up 0.09% of Evermay Wealth Management's portfolio in Q2 2026, its #98 holding.
Evermay Wealth Management first reported a position in Broadstone Net Lease in Q1 2021 and has held it in 22 quarters since.
Evermay Wealth Management's Broadstone Net Lease position peaked at $1.59M in Q2 2022.
72 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.