Action Point Financial Planning’s Brookdale Senior Living BKD Stock Holding History

Action Point Financial Planning’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 Q2	$514	Buy	+32	New	+$435	﹤0.01%	2630

Other funds holding BKD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CCM

Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's BKD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Brookdale Senior Living (BKD) in Q2 2026: 32 shares worth $514. The stake represents ﹤0.01% of the portfolio and ranks #2630 among its holdings.

290 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

Action Point Financial Planning held 32 shares of Brookdale Senior Living worth $514 as of Q2 2026.
Brookdale Senior Living was a new Action Point Financial Planning position in Q2 2026.
Brookdale Senior Living made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2630 holding.
290 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.