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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
Q2 		$741 Buy
+46
New +$625 ﹤0.01% 1879

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DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's BKD Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Brookdale Senior Living (BKD) in Q2 2026: 46 shares worth $741. The stake represents ﹤0.01% of the portfolio and ranks #1879 among its holdings.

292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • JFS Wealth Advisors held 46 shares of Brookdale Senior Living worth $741 as of Q2 2026.
  • Brookdale Senior Living was a new JFS Wealth Advisors position in Q2 2026.
  • Brookdale Senior Living made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1879 holding.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.