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Root Financial Partners’s Broadstone Net Lease BNL Stock Holding History

Root Financial Partners’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 		– Sell
-670
Closed -$12.2K – 782
2026
Q1 		$12.2K Buy
670
+170
+34% +$3.2K ﹤0.01% 1579
2025
Q4 		$8.69K Hold
500
– – ﹤0.01% 1560
2025
Q3 		$8.94K Buy
+500
New +$8.6K ﹤0.01% 1495

Other funds holding BNL

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CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Root Financial Partners's BNL Position: Q2 2026 in Review

Root Financial Partners sold out of Broadstone Net Lease (BNL) in Q2 2026, closing a stake of 670 shares — an estimated $12.2K sold.

Root Financial Partners first reported a position in BNL in Q3 2025 and held it in 3 quarters. The position peaked at $12.2K in Q1 2026. 84 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

  • Root Financial Partners reported no remaining Broadstone Net Lease position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 670 Broadstone Net Lease shares in Q2 2026, an estimated $12.2K.
  • Root Financial Partners first reported a position in Broadstone Net Lease in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Broadstone Net Lease position peaked at $12.2K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.