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Larson Financial Group’s Brookdale Senior Living BKD Stock Holding History

Larson Financial Group’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
Q1 		$68.5K Buy
5,005
+44
+0.9% +$616 ﹤0.01% 1179
2025
Q4 		$53.5K Sell
4,961
-2,037
-29% -$20K ﹤0.01% 1193
2025
Q3 		$59.3K Buy
+6,998
New +$53.3K ﹤0.01% 1091

Other funds holding BKD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Larson Financial Group's BKD Position: Q1 2026 in Review

Larson Financial Group increased its Brookdale Senior Living (BKD) stake by 0.89% in Q1 2026, buying an estimated $616 and bringing the position to 5,005 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Larson Financial Group first reported a position in BKD in Q3 2025 and has held it in 3 quarters since. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • Larson Financial Group held 5,005 shares of Brookdale Senior Living worth $68.5K as of Q1 2026.
  • Larson Financial Group bought 44 Brookdale Senior Living shares in Q1 2026, an estimated $616.
  • Brookdale Senior Living made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1179 holding.
  • Larson Financial Group first reported a position in Brookdale Senior Living in Q3 2025 and has held it in 3 quarters since.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.