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

HB 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 		$637K Buy
30,809
+2,862
+10% +$57.7K ﹤0.01% 980
2026
Q1 		$511K Buy
27,947
+5,544
+25% +$104K ﹤0.01% 970
2025
Q4 		$389K Buy
22,403
+1,052
+5% +$18.9K ﹤0.01% 1008
2025
Q3 		$382K Buy
21,351
+827
+4% +$14.2K ﹤0.01% 970
2025
Q2 		$329K Buy
20,524
+427
+2% +$6.84K ﹤0.01% 903
2025
Q1 		$342K Buy
20,097
+417
+2% +$6.76K ﹤0.01% 914
2024
Q4 		$312K Buy
19,680
+303
+2% +$5.28K ﹤0.01% 802
2024
Q3 		$367K Sell
19,377
-1,801
-9% -$31.9K ﹤0.01% 687
2024
Q2 		$336K Buy
21,178
+967
+5% +$14.6K ﹤0.01% 674
2024
Q1 		$317K Buy
20,211
+565
+3% +$8.91K ﹤0.01% 638
2023
Q4 		$338K Buy
19,646
+310
+2% +$4.78K ﹤0.01% 567
2023
Q3 		$277K Buy
19,336
+590
+3% +$9.44K ﹤0.01% 590
2023
Q2 		$289K Sell
18,746
-240
-1% -$3.85K ﹤0.01% 554
2023
Q1 		$323K Buy
18,986
+150
+0.8% +$2.61K 0.01% 516
2022
Q4 		$305K Buy
18,836
+150
+0.8% +$2.51K 0.01% 510
2022
Q3 		$290K Hold
18,686
– – 0.01% 446
2022
Q2 		$383K Hold
18,686
– – 0.01% 392
2022
Q1 		$407K Hold
18,686
– – 0.01% 382
2021
Q4 		$464K Buy
+18,686
New +$478K 0.01% 323

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

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

HB Wealth Management increased its Broadstone Net Lease (BNL) stake by 10% in Q2 2026, buying an estimated $57.7K and bringing the position to 30,809 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

HB Wealth Management first reported a position in BNL in Q4 2021 and has held it in 19 quarters since. 378 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

  • HB Wealth Management held 30,809 shares of Broadstone Net Lease worth $637K as of Q2 2026.
  • HB Wealth Management bought 2,862 Broadstone Net Lease shares in Q2 2026, an estimated $57.7K.
  • Broadstone Net Lease made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #980 holding.
  • HB Wealth Management first reported a position in Broadstone Net Lease in Q4 2021 and has held it in 19 quarters since.
  • 378 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.