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Allworth Financial’s Brookdale Senior Living BKD Stock Holding History

Allworth Financial’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 		$5.95K Buy
370
+28
+8% +$381 ﹤0.01% 4024
2026
Q1 		$4.68K Sell
342
-24,902
-99% -$349K ﹤0.01% 4005
2025
Q4 		$272K Buy
25,244
+4
+0% +$39 ﹤0.01% 1189
2025
Q3 		$214K Buy
25,240
+27
+0.1% +$206 ﹤0.01% 1268
2025
Q2 		$175K Buy
+25,213
New +$164K ﹤0.01% 1241
2022
Q4 		– Sell
-2,438
Closed -$10K – 3023
2022
Q3 		$10K Buy
+2,438
New +$11.6K ﹤0.01% 1651

Other funds holding BKD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's BKD Position: Q2 2026 in Review

Allworth Financial increased its Brookdale Senior Living (BKD) stake by 8.2% in Q2 2026, buying an estimated $381 and bringing the position to 370 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #4024.

Allworth Financial first reported a position in BKD in Q3 2022 and has held it in 6 quarters since. The position peaked at $272K in Q4 2025. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Allworth Financial held 370 shares of Brookdale Senior Living worth $5.95K as of Q2 2026.
  • Allworth Financial bought 28 Brookdale Senior Living shares in Q2 2026, an estimated $381.
  • Brookdale Senior Living made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4024 holding.
  • Allworth Financial first reported a position in Brookdale Senior Living in Q3 2022 and has held it in 6 quarters since.
  • Allworth Financial's Brookdale Senior Living position peaked at $272K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.