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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
Q2 		$1.04M Buy
50,110
+3,284
+7% +$66.2K 0.01% 517
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
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

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

Modern Wealth Management increased its Broadstone Net Lease (BNL) stake by 7% in Q2 2026, buying an estimated $66.2K and bringing the position to 50,110 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #517.

Modern Wealth Management first reported a position in BNL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.93M in Q1 2025. 379 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

  • Modern Wealth Management held 50,110 shares of Broadstone Net Lease worth $1.04M as of Q2 2026.
  • Modern Wealth Management bought 3,284 Broadstone Net Lease shares in Q2 2026, an estimated $66.2K.
  • Broadstone Net Lease made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #517 holding.
  • Modern Wealth Management first reported a position in Broadstone Net Lease in Q1 2024 and has held it in 10 quarters since.
  • Modern Wealth Management's Broadstone Net Lease position peaked at $1.93M in Q1 2025.
  • 379 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.