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

Heritage 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
Q1 		$28.8K Hold
1,579
– – ﹤0.01% 394
2025
Q4 		$27.4K Hold
1,579
– – ﹤0.01% 374
2025
Q3 		$28.2K Hold
1,579
– – ﹤0.01% 348
2025
Q2 		$25.3K Hold
1,579
– – ﹤0.01% 350
2025
Q1 		$26.9K Buy
1,579
+150
+10% +$2.43K ﹤0.01% 348
2024
Q4 		$22.7K Hold
1,429
– – ﹤0.01% 378
2024
Q3 		$27.1K Hold
1,429
– – ﹤0.01% 372
2024
Q2 		$22.7K Buy
+1,429
New +$21.6K ﹤0.01% 369

Other funds holding BNL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Heritage Wealth Advisors's BNL Position: Q1 2026 in Review

Heritage Wealth Advisors held its Broadstone Net Lease (BNL) position steady in Q1 2026 at 1,579 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Heritage Wealth Advisors first reported a position in BNL in Q2 2024 and has held it in 8 quarters since. 350 funds tracked by Wall St. Rank hold BNL as of Q1 2026.

  • Heritage Wealth Advisors held 1,579 shares of Broadstone Net Lease worth $28.8K as of Q1 2026.
  • Heritage Wealth Advisors left its Broadstone Net Lease share count unchanged in Q1 2026.
  • Broadstone Net Lease made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #394 holding.
  • Heritage Wealth Advisors first reported a position in Broadstone Net Lease in Q2 2024 and has held it in 8 quarters since.
  • 350 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.