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SVB Wealth’s Broadstone Net Lease BNL Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-291
Closed -$4.96K – 672
2025
Q1 		$4.96K Buy
+291
New +$4.72K ﹤0.01% 1031
2022
Q3 		– Sell
-23,529
Closed -$483K – 993
2022
Q2 		$483K Hold
23,529
– – 0.01% 450
2022
Q1 		$512K Sell
23,529
-14,192
-38% -$317K 0.01% 449
2021
Q4 		$936K Sell
37,721
-18,686
-33% -$478K 0.02% 319
2021
Q3 		$1.4M Hold
56,407
– – 0.02% 320
2021
Q2 		$1.32M Hold
56,407
– – 0.02% 327
2021
Q1 		$1.03M Buy
+56,407
New +$1.04M 0.01% 346

Other funds holding BNL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SVB Wealth's BNL Position: Q2 2025 in Review

SVB Wealth sold out of Broadstone Net Lease (BNL) in Q2 2025, closing a stake of 291 shares — an estimated $4.96K sold.

SVB Wealth first reported a position in BNL in Q1 2021 and held it in 7 quarters. The position peaked at $1.4M in Q3 2021. 321 funds tracked by Wall St. Rank hold BNL as of Q2 2025.

  • SVB Wealth reported no remaining Broadstone Net Lease position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 291 Broadstone Net Lease shares in Q2 2025, an estimated $4.96K.
  • SVB Wealth first reported a position in Broadstone Net Lease in Q1 2021 and held it in 7 quarters.
  • SVB Wealth's Broadstone Net Lease position peaked at $1.4M in Q3 2021.
  • 321 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.