Root Financial Partners
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Root Financial Partners’s Brookdale Senior Living BKD Stock Holding History

Root Financial Partners’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 		$1.66K Buy
+153
New +$2.01K ﹤0.01% 2726
2026
Q2 		– Sell
-47
Closed -$643 – 756
2026
Q1 		$643 Buy
+47
New +$659 ﹤0.01% 2781

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Root Financial Partners's BKD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Brookdale Senior Living (BKD) in Q3 2026: 153 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #2726 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BKD as recently as Q1 2026.

Root Financial Partners first reported a position in BKD in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold BKD as of Q3 2026.

  • Root Financial Partners held 153 shares of Brookdale Senior Living worth $1.66K as of Q3 2026.
  • Brookdale Senior Living was a new Root Financial Partners position in Q3 2026.
  • Brookdale Senior Living made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2726 holding.
  • Root Financial Partners first reported a position in Brookdale Senior Living in Q1 2026 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.