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SageView Advisory Group’s Broadstone Net Lease BNL Stock Holding History

SageView Advisory 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
Q1 		– Sell
-692
Closed -$12K – 825
2025
Q4 		$12K Buy
+692
New +$12.5K ﹤0.01% 1647

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

SageView Advisory Group's BNL Position: Q1 2026 in Review

SageView Advisory Group sold out of Broadstone Net Lease (BNL) in Q1 2026, closing a stake of 692 shares — an estimated $12K sold.

SageView Advisory Group first reported a position in BNL in Q4 2025 and held it in 1 quarter. The position peaked at $12K in Q4 2025. 352 funds tracked by Wall St. Rank hold BNL as of Q1 2026.

  • SageView Advisory Group reported no remaining Broadstone Net Lease position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 692 Broadstone Net Lease shares in Q1 2026, an estimated $12K.
  • SageView Advisory Group first reported a position in Broadstone Net Lease in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Broadstone Net Lease position peaked at $12K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.