Private Wealth Management Group’s Broadstone Net Lease BNL Stock Holding History

Private Wealth Management Group’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	$6.51K	Hold	315	–	–	﹤0.01%	733
2026 Q1	$5.76K	Hold	315	–	–	﹤0.01%	720
2025 Q4	$5.47K	Hold	315	–	–	﹤0.01%	736
2025 Q3	$5.63K	Hold	315	–	–	﹤0.01%	745
2025 Q2	$5.06K	Hold	315	–	–	﹤0.01%	752
2025 Q1	$5.37K	Hold	315	–	–	﹤0.01%	699
2024 Q4	$5K	Sell	315 -126	-29%	-$2.2K	﹤0.01%	742
2024 Q3	$8.36K	Hold	441	–	–	﹤0.01%	512
2024 Q2	$7K	Buy	441 +386	+702%	+$5.84K	﹤0.01%	569
2024 Q1	$862	Sell	55 -103	-65%	-$1.62K	﹤0.01%	1310
2023 Q4	$2.72K	Buy	+158	New	+$2.44K	﹤0.01%	842

Other funds holding BNL

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Private Wealth Management Group's BNL Position: Q2 2026 in Review

Private Wealth Management Group held its Broadstone Net Lease (BNL) position steady in Q2 2026 at 315 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Private Wealth Management Group first reported a position in BNL in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.36K in Q3 2024. 377 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

Private Wealth Management Group held 315 shares of Broadstone Net Lease worth $6.51K as of Q2 2026.
Private Wealth Management Group left its Broadstone Net Lease share count unchanged in Q2 2026.
Broadstone Net Lease made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #733 holding.
Private Wealth Management Group first reported a position in Broadstone Net Lease in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Broadstone Net Lease position peaked at $8.36K in Q3 2024.
377 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.