Litman Gregory Wealth Management’s Broadstone Net Lease BNL Stock Holding History

Litman Gregory 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
2025 Q4	$2.61K	Buy	+150	New	+$2.7K	﹤0.01%	297

Other funds holding BNL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Litman Gregory Wealth Management's BNL Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Broadstone Net Lease (BNL) in Q4 2025: 150 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #297 among its holdings.

351 funds tracked by Wall St. Rank hold BNL as of Q4 2025.

Litman Gregory Wealth Management held 150 shares of Broadstone Net Lease worth $2.61K as of Q4 2025.
Broadstone Net Lease was a new Litman Gregory Wealth Management position in Q4 2025.
Broadstone Net Lease made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #297 holding.
351 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.