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Avion Wealth’s Brookdale Senior Living BKD Stock Holding History

Avion Wealth’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 		$6K Buy
+400
New +$5.44K ﹤0.01% 725
2022
Q3 		– Sell
-1
Closed – – 516
2022
Q2 		$0 Buy
+1
New +$6 ﹤0.01% 520

Other funds holding BKD

BlackRock
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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

Avion Wealth's BKD Position: Q2 2026 in Review

Avion Wealth opened a new position in Brookdale Senior Living (BKD) in Q2 2026: 400 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Avion Wealth previously reported a position in BKD as recently as Q2 2022.

Avion Wealth first reported a position in BKD in Q2 2022 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Avion Wealth held 400 shares of Brookdale Senior Living worth $6K as of Q2 2026.
  • Brookdale Senior Living was a new Avion Wealth position in Q2 2026.
  • Brookdale Senior Living made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #725 holding.
  • Avion Wealth first reported a position in Brookdale Senior Living in Q2 2022 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.