JFS Wealth Advisors
BKD icon

JFS Wealth Advisors’s Brookdale Senior Living BKD Stock Holding History

JFS 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
Q3 		$434 Sell
40
-6
-13% -$79 ﹤0.01% 1927
2026
Q2 		$741 Buy
+46
New +$625 ﹤0.01% 1879

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Vanguard Portfolio Management
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Vanguard Capital Management
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Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Arrowstreet Capital
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JFS Wealth Advisors's BKD Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Brookdale Senior Living (BKD) stake by 13% in Q3 2026, selling an estimated $79 and leaving 40 shares worth $434. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

JFS Wealth Advisors first reported a position in BKD in Q2 2026 and has held it in 2 quarters since. The position peaked at $741 in Q2 2026. 202 funds tracked by Wall St. Rank hold BKD as of Q3 2026.

  • JFS Wealth Advisors held 40 shares of Brookdale Senior Living worth $434 as of Q3 2026.
  • JFS Wealth Advisors sold 6 Brookdale Senior Living shares in Q3 2026, an estimated $79.
  • Brookdale Senior Living made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1927 holding.
  • JFS Wealth Advisors first reported a position in Brookdale Senior Living in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Brookdale Senior Living position peaked at $741 in Q2 2026.
  • 202 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.