LPL Financial’s Brookdale Senior Living BKD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $508K | Buy |
31,546
+3,260
| +12% | +$44.3K | ﹤0.01% | 5001 |
|
|
2026
Q1 | $387K | Buy |
28,286
+1,231
| +5% | +$17.2K | ﹤0.01% | 4993 |
|
|
2025
Q4 | $292K | Sell |
27,055
-232
| -0.9% | -$2.28K | ﹤0.01% | 5159 |
|
|
2025
Q3 | $231K | Sell |
27,287
-6,441
| -19% | -$49.1K | ﹤0.01% | 5250 |
|
|
2025
Q2 | $235K | Buy |
33,728
+1,747
| +5% | +$11.4K | ﹤0.01% | 4966 |
|
|
2025
Q1 | $200K | Buy |
31,981
+5,463
| +21% | +$29.2K | ﹤0.01% | 4874 |
|
|
2024
Q4 | $133K | Sell |
26,518
-1,341
| -5% | -$7.67K | ﹤0.01% | 4927 |
|
|
2024
Q3 | $189K | Sell |
27,859
-996
| -3% | -$7.11K | ﹤0.01% | 4748 |
|
|
2024
Q2 | $197K | Buy |
28,855
+8,026
| +39% | +$54.3K | ﹤0.01% | 4576 |
|
|
2024
Q1 | $138K | Sell |
20,829
-3,403
| -14% | -$19.9K | ﹤0.01% | 4602 |
|
|
2023
Q4 | $141K | Hold |
24,232
| – | – | ﹤0.01% | 4477 |
|
|
2023
Q3 | $100K | Buy |
24,232
+2,436
| +11% | +$9.78K | ﹤0.01% | 4414 |
|
|
2023
Q2 | $92K | Sell |
21,796
-1,772
| -8% | -$6.85K | ﹤0.01% | 4337 |
|
|
2023
Q1 | $69.5K | Sell |
23,568
-1,993
| -8% | -$5.72K | ﹤0.01% | 4266 |
|
|
2022
Q4 | $69.8K | Sell |
25,561
-151
| -0.6% | -$564 | ﹤0.01% | 4226 |
|
|
2022
Q3 | $110K | Hold |
25,712
| – | – | ﹤0.01% | 4086 |
|
|
2022
Q2 | $117K | Buy |
25,712
+1,000
| +4% | +$5.91K | ﹤0.01% | 4096 |
|
|
2022
Q1 | $174K | Sell |
24,712
-719
| -3% | -$4.39K | ﹤0.01% | 3858 |
|
|
2021
Q4 | $131K | Sell |
25,431
-7,609
| -23% | -$47.4K | ﹤0.01% | 4076 |
|
|
2021
Q3 | $208K | Buy |
33,040
+18,307
| +124% | +$131K | ﹤0.01% | 3951 |
|
|
2021
Q2 | $116K | Buy |
+14,733
| New | +$106K | ﹤0.01% | 4038 |
|
|
2016
Q4 | – | Sell |
-13,727
| Closed | -$233K | – | 2687 |
|
|
2016
Q3 | $233K | Sell |
13,727
-422
| -3% | -$7.28K | ﹤0.01% | 2299 |
|
|
2016
Q2 | $214K | Sell |
14,149
-3,655
| -21% | -$63.8K | ﹤0.01% | 2335 |
|
|
2016
Q1 | $281K | Buy |
17,804
+1,564
| +10% | +$23.9K | ﹤0.01% | 2561 |
|
|
2015
Q4 | $312K | Sell |
16,240
-1,493
| -8% | -$32.2K | ﹤0.01% | 2501 |
|
|
2015
Q3 | $447K | Buy |
17,733
+967
| +6% | +$28.6K | ﹤0.01% | 1880 |
|
|
2015
Q2 | $570K | Buy |
16,766
+904
| +6% | +$33.3K | ﹤0.01% | 1797 |
|
|
2015
Q1 | $583K | Buy |
15,862
+241
| +2% | +$8.83K | ﹤0.01% | 1744 |
|
|
2014
Q4 | $573K | Buy |
15,621
+3,088
| +25% | +$105K | ﹤0.01% | 1687 |
|
|
2014
Q3 | $396K | Buy |
12,533
+4,551
| +57% | +$155K | ﹤0.01% | 1962 |
|
|
2014
Q2 | $266K | Buy |
7,982
+946
| +13% | +$30.8K | ﹤0.01% | 2295 |
|
|
2014
Q1 | $236K | Buy |
+7,036
| New | +$213K | ﹤0.01% | 2312 |
|
Other funds holding BKD
AP
BGC
CFM
LDB
LPL Financial's BKD Position: Q2 2026 in Review
LPL Financial increased its Brookdale Senior Living (BKD) stake by 12% in Q2 2026, buying an estimated $44.3K and bringing the position to 31,546 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #5001.
LPL Financial first reported a position in BKD in Q1 2014 and has held it in 32 quarters since. The position peaked at $583K in Q1 2015. 87 funds tracked by Wall St. Rank hold BKD as of Q2 2026.
- LPL Financial held 31,546 shares of Brookdale Senior Living worth $508K as of Q2 2026.
- LPL Financial bought 3,260 Brookdale Senior Living shares in Q2 2026, an estimated $44.3K.
- Brookdale Senior Living made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5001 holding.
- LPL Financial first reported a position in Brookdale Senior Living in Q1 2014 and has held it in 32 quarters since.
- LPL Financial's Brookdale Senior Living position peaked at $583K in Q1 2015.
- 87 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.