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Farther Finance Advisors’s Brookdale Senior Living BKD Stock Holding History

Farther Finance 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
Q3 		$5.96K Sell
550
-269
-33% -$3.54K ﹤0.01% 4912
2026
Q2 		$13.2K Buy
819
+3
+0.4% +$41 ﹤0.01% 4252
2026
Q1 		$11.3K Buy
816
+34
+4% +$476 ﹤0.01% 4022
2025
Q4 		$8.44K Buy
782
+281
+56% +$2.76K ﹤0.01% 4019
2025
Q3 		$4.24K Buy
501
+40
+9% +$305 ﹤0.01% 3843
2025
Q2 		$3.21K Hold
461
– – ﹤0.01% 3538
2025
Q1 		$2.82K Hold
461
– – ﹤0.01% 3258
2024
Q4 		$2.32K Hold
461
– – ﹤0.01% 2942
2024
Q3 		$3.13K Buy
461
+18
+4% +$128 ﹤0.01% 2827
2024
Q2 		$3.16K Buy
443
+425
+2,361% +$2.88K ﹤0.01% 2604
2024
Q1 		$121 Buy
18
+15
+500% +$88 ﹤0.01% 3351
2023
Q4 		$17 Buy
+3
New +$14 ﹤0.01% 3470

Other funds holding BKD

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's BKD Position: Q3 2026 in Review

Farther Finance Advisors reduced its Brookdale Senior Living (BKD) stake by 33% in Q3 2026, selling an estimated $3.54K and leaving 550 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #4912.

Farther Finance Advisors first reported a position in BKD in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.2K in Q2 2026. 4 funds tracked by Wall St. Rank hold BKD as of Q3 2026.

  • Farther Finance Advisors held 550 shares of Brookdale Senior Living worth $5.96K as of Q3 2026.
  • Farther Finance Advisors sold 269 Brookdale Senior Living shares in Q3 2026, an estimated $3.54K.
  • Brookdale Senior Living made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4912 holding.
  • Farther Finance Advisors first reported a position in Brookdale Senior Living in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Brookdale Senior Living position peaked at $13.2K in Q2 2026.
  • 4 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.