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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

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

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. 378 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.
  • 378 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.