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

Perigon 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
Q3 		$1.1M Buy
59,690
+120
+0.2% +$2.52K 0.02% 570
2026
Q2 		$1.23M Hold
59,570
– – 0.02% 524
2026
Q1 		$1.09M Sell
59,570
-333
-0.6% -$6.27K 0.02% 508
2025
Q4 		$1.04M Sell
59,903
-8,285
-12% -$149K 0.02% 528
2025
Q3 		$1.22M Sell
68,188
-10,459
-13% -$180K 0.02% 455
2025
Q2 		$1.26M Sell
78,647
-235
-0.3% -$3.76K 0.03% 417
2025
Q1 		$1.34M Buy
78,882
+11
+0% +$178 0.03% 385
2024
Q4 		$1.25M Buy
78,871
+120
+0.2% +$2.09K 0.03% 393
2024
Q3 		$1.49M Sell
78,751
-3,200
-4% -$56.6K 0.04% 333
2024
Q2 		$1.3M Buy
81,951
+146
+0.2% +$2.21K 0.04% 317
2024
Q1 		$1.28M Buy
81,805
+32
+0% +$505 0.04% 313
2023
Q4 		$1.41M Buy
81,773
+915
+1% +$14.1K 0.05% 279
2023
Q3 		$1.16M Buy
80,858
+6,691
+9% +$107K 0.05% 284
2023
Q2 		$1.15M Buy
+74,167
New +$1.19M 0.05% 291

Other funds holding BNL

New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Perigon Wealth Management's BNL Position: Q3 2026 in Review

Perigon Wealth Management increased its Broadstone Net Lease (BNL) stake by 0.2% in Q3 2026, buying an estimated $2.52K and bringing the position to 59,690 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #570.

Perigon Wealth Management first reported a position in BNL in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.49M in Q3 2024. 127 funds tracked by Wall St. Rank hold BNL as of Q3 2026.

  • Perigon Wealth Management held 59,690 shares of Broadstone Net Lease worth $1.1M as of Q3 2026.
  • Perigon Wealth Management bought 120 Broadstone Net Lease shares in Q3 2026, an estimated $2.52K.
  • Broadstone Net Lease made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #570 holding.
  • Perigon Wealth Management first reported a position in Broadstone Net Lease in Q2 2023 and has held it in 14 quarters since.
  • Perigon Wealth Management's Broadstone Net Lease position peaked at $1.49M in Q3 2024.
  • 127 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.