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

Modern 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 Q1	$866K	Sell	46,826 -2,026	-4%	-$38.1K	0.01%	454
2025 Q4	$849K	Sell	48,852 -14,911	-23%	-$268K	0.02%	434
2025 Q3	$1.14M	Sell	63,763 -11,932	-16%	-$205K	0.02%	368
2025 Q2	$1.21M	Sell	75,695 -37,721	-33%	-$604K	0.03%	333
2025 Q1	$1.93M	Buy	113,416 +18,522	+20%	+$300K	0.06%	211
2024 Q4	$1.51M	Buy	94,894 +9,387	+11%	+$164K	0.06%	214
2024 Q3	$1.62M	Buy	85,507 +10,497	+14%	+$186K	0.1%	129
2024 Q2	$1.19M	Buy	75,010 +46,596	+164%	+$705K	0.09%	128
2024 Q1	$445K	Buy	+28,414	New	+$448K	0.04%	182

Other funds holding BNL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Modern Wealth Management's BNL Position: Q1 2026 in Review

Modern Wealth Management reduced its Broadstone Net Lease (BNL) stake by 4.1% in Q1 2026, selling an estimated $38.1K and leaving 46,826 shares worth $866K. The position accounts for 0.01% of the portfolio, ranked #454.

Modern Wealth Management first reported a position in BNL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.93M in Q1 2025. 350 funds tracked by Wall St. Rank hold BNL as of Q1 2026.

Modern Wealth Management held 46,826 shares of Broadstone Net Lease worth $866K as of Q1 2026.
Modern Wealth Management sold 2,026 Broadstone Net Lease shares in Q1 2026, an estimated $38.1K.
Broadstone Net Lease made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #454 holding.
Modern Wealth Management first reported a position in Broadstone Net Lease in Q1 2024 and has held it in 9 quarters since.
Modern Wealth Management's Broadstone Net Lease position peaked at $1.93M in Q1 2025.
350 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2026.

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