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 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

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

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

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 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Farther Finance Advisors's BKD Position: Q2 2026 in Review

Farther Finance Advisors increased its Brookdale Senior Living (BKD) stake by 0.37% in Q2 2026, buying an estimated $41 and bringing the position to 819 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4252.

Farther Finance Advisors first reported a position in BKD in Q4 2023 and has held it in 11 quarters since. 36 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

Farther Finance Advisors held 819 shares of Brookdale Senior Living worth $13.2K as of Q2 2026.
Farther Finance Advisors bought 3 Brookdale Senior Living shares in Q2 2026, an estimated $41.
Brookdale Senior Living made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4252 holding.
Farther Finance Advisors first reported a position in Brookdale Senior Living in Q4 2023 and has held it in 11 quarters since.
36 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.