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United Capital Financial Advisors’s Broadstone Net Lease BNL Stock Holding History

United Capital Financial Advisors’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 		$11.1M Sell
605,450
-10,400
-2% -$196K 0.07% 221
2025
Q4 		$10.7M Sell
615,850
-7,895
-1% -$142K 0.06% 231
2025
Q3 		$11.1M Sell
623,745
-33,189
-5% -$571K 0.08% 193
2025
Q2 		$10.5M Sell
656,934
-51,685
-7% -$828K 0.09% 188
2025
Q1 		$12.1M Sell
708,619
-47,817
-6% -$775K 0.1% 156
2024
Q4 		$12M Sell
756,436
-137,235
-15% -$2.39M 0.1% 160
2024
Q3 		$16.9M Sell
893,671
-185,701
-17% -$3.28M 0.14% 140
2024
Q2 		$17.1M Sell
1,079,372
-465,016
-30% -$7.04M 0.15% 133
2024
Q1 		$24.2M Sell
1,544,388
-159,328
-9% -$2.51M 0.2% 107
2023
Q4 		$29.3M Sell
1,703,716
-3,602,313
-68% -$55.6M 0.24% 96
2023
Q3 		$75.9M Sell
5,306,029
-682,455
-11% -$10.9M 0.5% 41
2023
Q2 		$92.5M Sell
5,988,484
-1,486,390
-20% -$23.8M 0.5% 34
2023
Q1 		$127M Sell
7,474,874
-1,707,146
-19% -$29.7M 0.71% 26
2022
Q4 		$149M Sell
9,182,020
-1,276,281
-12% -$21.3M 0.83% 21
2022
Q3 		$162M Sell
10,458,301
-1,240,394
-11% -$25.2M 0.96% 20
2022
Q2 		$240M Sell
11,698,695
-1,262,423
-10% -$26.4M 1.32% 14
2022
Q1 		$282M Sell
12,961,118
-1,648,820
-11% -$36.8M 1.37% 11
2021
Q4 		$363M Sell
14,609,938
-863,253
-6% -$22.1M 1.67% 11
2021
Q3 		$384M Sell
15,473,191
-2,901,486
-16% -$75M 1.92% 9
2021
Q2 		$430M Sell
18,374,677
-4,334,877
-19% -$93M 2.17% 9
2021
Q1 		$416M Buy
22,709,554
+22,678,646
+73,375% +$419M 2.3% 9
2020
Q4 		$605K Sell
30,908
-22,935,998
-100% -$405M ﹤0.01% 795
2020
Q3 		$386M Buy
+22,966,906
New +$381M 2.52% 7

Other funds holding BNL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

United Capital Financial Advisors's BNL Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Broadstone Net Lease (BNL) stake by 1.7% in Q1 2026, selling an estimated $196K and leaving 605,450 shares worth $11.1M. The position accounts for 0.07% of the portfolio, ranked #221.

United Capital Financial Advisors first reported a position in BNL in Q3 2020 and has held it in 23 quarters since. The position peaked at $430M in Q2 2021. 350 funds tracked by Wall St. Rank hold BNL as of Q1 2026.

  • United Capital Financial Advisors held 605,450 shares of Broadstone Net Lease worth $11.1M as of Q1 2026.
  • United Capital Financial Advisors sold 10,400 Broadstone Net Lease shares in Q1 2026, an estimated $196K.
  • Broadstone Net Lease made up 0.07% of United Capital Financial Advisors's portfolio in Q1 2026, its #221 holding.
  • United Capital Financial Advisors first reported a position in Broadstone Net Lease in Q3 2020 and has held it in 23 quarters since.
  • United Capital Financial Advisors's Broadstone Net Lease position peaked at $430M in Q2 2021.
  • 350 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.