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

EverSource 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 		$92.6K Sell
4,482
-2,593
-37% -$52.3K ﹤0.01% 1429
2026
Q1 		$129K Buy
7,075
+1,788
+34% +$33.7K ﹤0.01% 1280
2025
Q4 		$91.8K Sell
5,287
-24
-0.5% -$432 ﹤0.01% 1365
2025
Q3 		$94.9K Buy
5,311
+1,050
+25% +$18.1K ﹤0.01% 1308
2025
Q2 		$68.4K Buy
4,261
+1,906
+81% +$30.5K ﹤0.01% 1419
2025
Q1 		$40.1K Sell
2,355
-380
-14% -$6.16K ﹤0.01% 1340
2024
Q4 		$43.4K Buy
2,735
+1,592
+139% +$27.7K ﹤0.01% 1255
2024
Q3 		$21.7K Buy
1,143
+60
+6% +$1.06K ﹤0.01% 1446
2024
Q2 		$18.9K Buy
1,083
+629
+139% +$9.52K ﹤0.01% 1537
2024
Q1 		$6.61K Buy
454
+105
+30% +$1.66K ﹤0.01% 1906
2023
Q4 		$6.01K Sell
349
-2,261
-87% -$34.9K ﹤0.01% 1784
2023
Q3 		$37.3K Sell
2,610
-1,913
-42% -$30.6K ﹤0.01% 922
2023
Q2 		$69.8K Buy
4,523
+924
+26% +$14.8K 0.01% 711
2023
Q1 		$61.2K Buy
3,599
+165
+5% +$2.88K 0.01% 715
2022
Q4 		$55.7K Buy
+3,434
New +$57.4K 0.01% 723

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

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

EverSource Wealth Advisors reduced its Broadstone Net Lease (BNL) stake by 37% in Q2 2026, selling an estimated $52.3K and leaving 4,482 shares worth $92.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

EverSource Wealth Advisors first reported a position in BNL in Q4 2022 and has held it in 15 quarters since. The position peaked at $129K in Q1 2026. 377 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

  • EverSource Wealth Advisors held 4,482 shares of Broadstone Net Lease worth $92.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,593 Broadstone Net Lease shares in Q2 2026, an estimated $52.3K.
  • Broadstone Net Lease made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1429 holding.
  • EverSource Wealth Advisors first reported a position in Broadstone Net Lease in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Broadstone Net Lease position peaked at $129K in Q1 2026.
  • 377 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.