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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
Q2 		– Sell
-47
Closed -$643 – 756
2026
Q1 		$643 Buy
+47
New +$659 ﹤0.01% 2781

Other funds holding BKD

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LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Root Financial Partners's BKD Position: Q2 2026 in Review

Root Financial Partners sold out of Brookdale Senior Living (BKD) in Q2 2026, closing a stake of 47 shares — an estimated $643 sold.

Root Financial Partners first reported a position in BKD in Q1 2026 and held it in 1 quarter. The position peaked at $643 in Q1 2026. 38 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Root Financial Partners reported no remaining Brookdale Senior Living position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 47 Brookdale Senior Living shares in Q2 2026, an estimated $643.
  • Root Financial Partners first reported a position in Brookdale Senior Living in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Brookdale Senior Living position peaked at $643 in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.