Larson Financial Group
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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
Q3 		$80.3K Buy
7,418
+2,413
+48% +$31.7K ﹤0.01% 1358
2026
Q2 		$80.5K Hold
5,005
– – ﹤0.01% 1295
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

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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

Larson Financial Group's BKD Position: Q3 2026 in Review

Larson Financial Group increased its Brookdale Senior Living (BKD) stake by 48% in Q3 2026, buying an estimated $31.7K and bringing the position to 7,418 shares worth $80.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Larson Financial Group first reported a position in BKD in Q3 2025 and has held it in 5 quarters since. The position peaked at $80.5K in Q2 2026. 202 funds tracked by Wall St. Rank hold BKD as of Q3 2026.

  • Larson Financial Group held 7,418 shares of Brookdale Senior Living worth $80.3K as of Q3 2026.
  • Larson Financial Group bought 2,413 Brookdale Senior Living shares in Q3 2026, an estimated $31.7K.
  • Brookdale Senior Living made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1358 holding.
  • Larson Financial Group first reported a position in Brookdale Senior Living in Q3 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Brookdale Senior Living position peaked at $80.5K in Q2 2026.
  • 202 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.