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McKinley Carter Wealth Services’s Broadstone Net Lease BNL Stock Holding History

McKinley Carter Wealth Services’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 		$222K Hold
12,133
– – 0.01% 295
2025
Q4 		$211K Sell
12,133
-57
-0.5% -$1.03K 0.01% 311
2025
Q3 		$218K Hold
12,190
– – 0.01% 306
2025
Q2 		$196K Hold
12,190
– – 0.01% 306
2025
Q1 		$208K Buy
12,190
+252
+2% +$4.09K 0.01% 296
2024
Q4 		$189K Hold
11,938
– – 0.01% 290
2024
Q3 		$226K Hold
11,938
– – 0.01% 289
2024
Q2 		$189K Hold
11,938
– – 0.01% 296
2024
Q1 		$187K Hold
11,938
– – 0.01% 297
2023
Q4 		$206K Hold
11,938
– – 0.02% 295
2023
Q3 		$171K Hold
11,938
– – 0.01% 289
2023
Q2 		$184K Hold
11,938
– – 0.01% 293
2023
Q1 		$203K Hold
11,938
– – 0.02% 290
2022
Q4 		$194K Hold
11,938
– – 0.02% 286
2022
Q3 		$185K Hold
11,938
– – 0.02% 278
2022
Q2 		$245K Hold
11,938
– – 0.02% 266
2022
Q1 		$260K Sell
11,938
-12,716
-52% -$284K 0.02% 254
2021
Q4 		$612K Sell
24,654
-2,775
-10% -$71K 0.05% 174
2021
Q3 		$681K Buy
27,429
+94
+0.3% +$2.43K 0.06% 164
2021
Q2 		$640K Sell
27,335
-74,975
-73% -$1.61M 0.05% 168
2021
Q1 		$1.87M Buy
+102,310
New +$1.89M 0.16% 110

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

McKinley Carter Wealth Services's BNL Position: Q1 2026 in Review

McKinley Carter Wealth Services held its Broadstone Net Lease (BNL) position steady in Q1 2026 at 12,133 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #295.

McKinley Carter Wealth Services first reported a position in BNL in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.87M in Q1 2021. 350 funds tracked by Wall St. Rank hold BNL as of Q1 2026.

  • McKinley Carter Wealth Services held 12,133 shares of Broadstone Net Lease worth $222K as of Q1 2026.
  • McKinley Carter Wealth Services left its Broadstone Net Lease share count unchanged in Q1 2026.
  • Broadstone Net Lease made up 0.01% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #295 holding.
  • McKinley Carter Wealth Services first reported a position in Broadstone Net Lease in Q1 2021 and has held it in 21 quarters since.
  • McKinley Carter Wealth Services's Broadstone Net Lease position peaked at $1.87M in Q1 2021.
  • 350 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.