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Hughes Financial Services’s Brookdale Senior Living BKD Stock Holding History

Hughes Financial Services’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 		$370 Hold
23
– – ﹤0.01% 1161
2026
Q1 		$315 Buy
23
+1
+5% +$14 ﹤0.01% 1010
2025
Q4 		$237 Buy
+22
New +$216 ﹤0.01% 979

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
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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Hughes Financial Services's BKD Position: Q2 2026 in Review

Hughes Financial Services held its Brookdale Senior Living (BKD) position steady in Q2 2026 at 23 shares worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Hughes Financial Services first reported a position in BKD in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Hughes Financial Services held 23 shares of Brookdale Senior Living worth $370 as of Q2 2026.
  • Hughes Financial Services left its Brookdale Senior Living share count unchanged in Q2 2026.
  • Brookdale Senior Living made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1161 holding.
  • Hughes Financial Services first reported a position in Brookdale Senior Living in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.