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

Shakespeare 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
Q2 		$309K Buy
+19,175
New +$261K 0.08% 67

Other funds holding BKD

CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Shakespeare Wealth Management's BKD Position: Q2 2026 in Review

Shakespeare Wealth Management opened a new position in Brookdale Senior Living (BKD) in Q2 2026: 19,175 shares worth $309K. The stake represents 0.08% of the portfolio and ranks #67 among its holdings.

21 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Shakespeare Wealth Management held 19,175 shares of Brookdale Senior Living worth $309K as of Q2 2026.
  • Brookdale Senior Living was a new Shakespeare Wealth Management position in Q2 2026.
  • Brookdale Senior Living made up 0.08% of Shakespeare Wealth Management's portfolio in Q2 2026, its #67 holding.
  • 21 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.