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Optimize Financial’s Brookdale Senior Living BKD Stock Holding History

Optimize Financial’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 		– Sell
-24,011
Closed -$259K – 320
2025
Q4 		$259K Buy
24,011
+344
+1% +$3.38K 0.13% 298
2025
Q3 		$200K Sell
23,667
-455
-2% -$3.47K 0.1% 317
2025
Q2 		$168K Sell
24,122
-172
-0.7% -$1.12K 0.1% 215
2025
Q1 		$152K Buy
24,294
+1,902
+8% +$10.2K 0.06% 208
2024
Q4 		$113K Buy
+22,392
New +$128K 0.08% 232

Other funds holding BKD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Optimize Financial's BKD Position: Q1 2026 in Review

Optimize Financial sold out of Brookdale Senior Living (BKD) in Q1 2026, closing a stake of 24,011 shares — an estimated $259K sold.

Optimize Financial first reported a position in BKD in Q4 2024 and held it in 5 quarters. The position peaked at $259K in Q4 2025. 283 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • Optimize Financial reported no remaining Brookdale Senior Living position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 24,011 Brookdale Senior Living shares in Q1 2026, an estimated $259K.
  • Optimize Financial first reported a position in Brookdale Senior Living in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's Brookdale Senior Living position peaked at $259K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.