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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

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

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. 292 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.
  • 292 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.