GFA
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Gallagher Fiduciary Advisors’s Brookdale Senior Living BKD Stock Holding History

Gallagher Fiduciary 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
2025
Q1 		– Sell
-33,864
Closed -$170K – 309
2024
Q4 		$170K Buy
33,864
+1,516
+5% +$8.68K 0.03% 286
2024
Q3 		$220K Buy
32,348
+7,891
+32% +$56.3K 0.04% 243
2024
Q2 		$167K Buy
+24,457
New +$165K 0.04% 246

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FFL
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DM
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AP
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EDRH
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RIM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return