Superior Planning, LLC’s Brookdale Senior Living BKD Stock Holding History

Superior Planning, LLC’s Portfolio BKD Stock Details BKD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.32K	Buy	+768	New	+$10.1K	﹤0.01%	1000

Other funds holding BKD

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Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Highland Peak Capital Old Greenwich, Connecticut $423M AUM 94.62% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Blue Grotto Capital Atlanta, Georgia $1.46B AUM 33.83% 1-Year Est. Return

Wolf Hill Capital Management Greenwich, Connecticut $844M AUM 70.19% 1-Year Est. Return

Superior Planning, LLC's BKD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Brookdale Senior Living (BKD) in Q3 2026: 768 shares worth $8.32K. The stake represents ﹤0.01% of the portfolio and ranks #1000 among its holdings.

149 funds tracked by Wall St. Rank hold BKD as of Q3 2026.

Superior Planning, LLC held 768 shares of Brookdale Senior Living worth $8.32K as of Q3 2026.
Brookdale Senior Living was a new Superior Planning, LLC position in Q3 2026.
Brookdale Senior Living made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1000 holding.
149 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.