Jones Financial Companies
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Jones Financial Companies’s Brookdale Senior Living BKD Stock Holding History

Jones Financial Companies’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 		$13.3K Buy
844
+244
+41% +$3.32K ﹤0.01% 3681
2026
Q1 		$8.29K Buy
+600
New +$8.41K ﹤0.01% 3647

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Jones Financial Companies's BKD Position: Q2 2026 in Review

Jones Financial Companies increased its Brookdale Senior Living (BKD) stake by 41% in Q2 2026, buying an estimated $3.32K and bringing the position to 844 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3681.

Jones Financial Companies first reported a position in BKD in Q1 2026 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Jones Financial Companies held 844 shares of Brookdale Senior Living worth $13.3K as of Q2 2026.
  • Jones Financial Companies bought 244 Brookdale Senior Living shares in Q2 2026, an estimated $3.32K.
  • Brookdale Senior Living made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3681 holding.
  • Jones Financial Companies first reported a position in Brookdale Senior Living in Q1 2026 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.