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Mindset Wealth Management’s Brookdale Senior Living BKD Stock Holding History

Mindset Wealth Management’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 		$271K Hold
25,000
– – 0.05% 155
2026
Q2 		$402K Hold
25,000
– – 0.08% 112
2026
Q1 		$342K Buy
+25,000
New +$350K 0.09% 114

Other funds holding BKD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
LCM
LDR Capital Management New York $81M AUM 5.24% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Mindset Wealth Management's BKD Position: Q3 2026 in Review

Mindset Wealth Management held its Brookdale Senior Living (BKD) position steady in Q3 2026 at 25,000 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #155.

Mindset Wealth Management first reported a position in BKD in Q1 2026 and has held it in 3 quarters since. The position peaked at $402K in Q2 2026. 19 funds tracked by Wall St. Rank hold BKD as of Q3 2026.

  • Mindset Wealth Management held 25,000 shares of Brookdale Senior Living worth $271K as of Q3 2026.
  • Mindset Wealth Management left its Brookdale Senior Living share count unchanged in Q3 2026.
  • Brookdale Senior Living made up 0.05% of Mindset Wealth Management's portfolio in Q3 2026, its #155 holding.
  • Mindset Wealth Management first reported a position in Brookdale Senior Living in Q1 2026 and has held it in 3 quarters since.
  • Mindset Wealth Management's Brookdale Senior Living position peaked at $402K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.