Sincerus Advisory’s Broadstone Net Lease BNL Stock Holding History

Sincerus Advisory’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	$251K	Buy	13,556 +178	+1%	+$3.73K	0.16%	71
2026 Q2	$277K	Buy	13,378 +193	+1%	+$3.89K	0.19%	68
2026 Q1	$241K	Buy	13,185 +202	+2%	+$3.8K	0.18%	68
2025 Q4	$226K	Buy	12,983 +201	+2%	+$3.62K	0.18%	67
2025 Q3	$228K	Sell	12,782 -1,023	-7%	-$17.6K	0.2%	63
2025 Q2	$219K	Buy	13,805 +490	+4%	+$7.85K	0.21%	62
2025 Q1	$227K	Buy	13,315 +239	+2%	+$3.88K	0.24%	59
2024 Q4	$207K	Buy	+13,076	New	+$228K	0.22%	62

Other funds holding BNL

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Sincerus Advisory's BNL Position: Q3 2026 in Review

Sincerus Advisory increased its Broadstone Net Lease (BNL) stake by 1.3% in Q3 2026, buying an estimated $3.73K and bringing the position to 13,556 shares worth $251K. The position accounts for 0.16% of the portfolio, ranked #71.

Sincerus Advisory first reported a position in BNL in Q4 2024 and has held it in 8 quarters since. The position peaked at $277K in Q2 2026. 102 funds tracked by Wall St. Rank hold BNL as of Q3 2026.

Sincerus Advisory held 13,556 shares of Broadstone Net Lease worth $251K as of Q3 2026.
Sincerus Advisory bought 178 Broadstone Net Lease shares in Q3 2026, an estimated $3.73K.
Broadstone Net Lease made up 0.16% of Sincerus Advisory's portfolio in Q3 2026, its #71 holding.
Sincerus Advisory first reported a position in Broadstone Net Lease in Q4 2024 and has held it in 8 quarters since.
Sincerus Advisory's Broadstone Net Lease position peaked at $277K in Q2 2026.
102 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.