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EverSource Wealth Advisors’s Brookdale Senior Living BKD Stock Holding History

EverSource Wealth Advisors’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 		$16.6K Buy
1,030
+398
+63% +$5.41K ﹤0.01% 2580
2026
Q1 		$8.64K Hold
632
– – ﹤0.01% 2994
2025
Q4 		$6.82K Sell
632
-15
-2% -$147 ﹤0.01% 2979
2025
Q3 		$5.48K Buy
647
+337
+109% +$2.57K ﹤0.01% 3122
2025
Q2 		$2.16K Buy
310
+244
+370% +$1.59K ﹤0.01% 3487
2025
Q1 		$413 Buy
+66
New +$353 ﹤0.01% 3522

Other funds holding BKD

CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

EverSource Wealth Advisors's BKD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Brookdale Senior Living (BKD) stake by 63% in Q2 2026, buying an estimated $5.41K and bringing the position to 1,030 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2580.

EverSource Wealth Advisors first reported a position in BKD in Q1 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • EverSource Wealth Advisors held 1,030 shares of Brookdale Senior Living worth $16.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 398 Brookdale Senior Living shares in Q2 2026, an estimated $5.41K.
  • Brookdale Senior Living made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2580 holding.
  • EverSource Wealth Advisors first reported a position in Brookdale Senior Living in Q1 2025 and has held it in 6 quarters since.
  • 33 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.