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

Spire 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
Q2 		$21.7K Buy
1,051
+15
+1% +$303 ﹤0.01% 1419
2026
Q1 		$18.9K Buy
1,036
+16
+2% +$301 ﹤0.01% 1442
2025
Q4 		$17.7K Buy
1,020
+16
+2% +$288 ﹤0.01% 1524
2025
Q3 		$17.9K Buy
1,004
+804
+402% +$13.8K ﹤0.01% 1562
2025
Q2 		$3.21K Buy
+200
New +$3.2K ﹤0.01% 2069
2022
Q2 		– Sell
-15,250
Closed -$332K – 2668
2022
Q1 		$332K Hold
15,250
– – 0.01% 695
2021
Q4 		$379K Buy
+15,250
New +$390K 0.01% 804

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Spire Wealth Management's BNL Position: Q2 2026 in Review

Spire Wealth Management increased its Broadstone Net Lease (BNL) stake by 1.4% in Q2 2026, buying an estimated $303 and bringing the position to 1,051 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Spire Wealth Management first reported a position in BNL in Q4 2021 and has held it in 7 quarters since. The position peaked at $379K in Q4 2021. 377 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

  • Spire Wealth Management held 1,051 shares of Broadstone Net Lease worth $21.7K as of Q2 2026.
  • Spire Wealth Management bought 15 Broadstone Net Lease shares in Q2 2026, an estimated $303.
  • Broadstone Net Lease made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1419 holding.
  • Spire Wealth Management first reported a position in Broadstone Net Lease in Q4 2021 and has held it in 7 quarters since.
  • Spire Wealth Management's Broadstone Net Lease position peaked at $379K in Q4 2021.
  • 377 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.