Stifel Financial
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Stifel Financial’s Brookdale Senior Living BKD Stock Holding History

Stifel 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 		$865K Sell
63,244
-14,275
-18% -$200K ﹤0.01% 2537
2025
Q4 		$836K Sell
77,519
-1,107
-1% -$10.9K ﹤0.01% 2554
2025
Q3 		$666K Buy
78,626
+753
+1% +$5.74K ﹤0.01% 2641
2025
Q2 		$542K Buy
77,873
+9,916
+15% +$64.5K ﹤0.01% 2730
2025
Q1 		$425K Buy
67,957
+9,042
+15% +$48.4K ﹤0.01% 2795
2024
Q4 		$296K Sell
58,915
-6,180
-9% -$35.4K ﹤0.01% 2966
2024
Q3 		$442K Sell
65,095
-3,156
-5% -$22.5K ﹤0.01% 2749
2024
Q2 		$466K Sell
68,251
-1,302
-2% -$8.81K ﹤0.01% 2668
2024
Q1 		$460K Buy
69,553
+15,420
+28% +$90K ﹤0.01% 2663
2023
Q4 		$315K Buy
+54,133
New +$254K ﹤0.01% 2815
2022
Q1 		– Sell
-23,500
Closed -$121K – 3376
2021
Q4 		$121K Buy
23,500
+350
+2% +$2.18K ﹤0.01% 3246
2021
Q3 		$146K Sell
23,150
-350
-1% -$2.5K ﹤0.01% 3190
2021
Q2 		$186K Buy
+23,500
New +$169K ﹤0.01% 3147
2018
Q1 		– Sell
-18,672
Closed -$186K – 2702
2017
Q4 		$186K Sell
18,672
-4,430
-19% -$45.2K ﹤0.01% 2460
2017
Q3 		$242K Sell
23,102
-52,130
-69% -$660K ﹤0.01% 2269
2017
Q2 		$1.11M Sell
75,232
-6,049
-7% -$83.6K ﹤0.01% 1427
2017
Q1 		$1.09M Buy
+81,281
New +$1.15M ﹤0.01% 1408
2015
Q4 		– Sell
-121,760
Closed -$2.79M – 2338
2015
Q3 		$2.79M Buy
121,760
+8,730
+8% +$258K 0.02% 771
2015
Q2 		$3.92M Sell
113,030
-13,117
-10% -$484K 0.02% 680
2015
Q1 		$4.76M Sell
126,147
-1,514
-1% -$55.4K 0.03% 629
2014
Q4 		$4.68M Buy
+127,661
New +$4.33M 0.03% 609

Other funds holding BKD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stifel Financial's BKD Position: Q1 2026 in Review

Stifel Financial reduced its Brookdale Senior Living (BKD) stake by 18% in Q1 2026, selling an estimated $200K and leaving 63,244 shares worth $865K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Stifel Financial first reported a position in BKD in Q4 2014 and has held it in 21 quarters since. The position peaked at $4.76M in Q1 2015. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • Stifel Financial held 63,244 shares of Brookdale Senior Living worth $865K as of Q1 2026.
  • Stifel Financial sold 14,275 Brookdale Senior Living shares in Q1 2026, an estimated $200K.
  • Brookdale Senior Living made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2537 holding.
  • Stifel Financial first reported a position in Brookdale Senior Living in Q4 2014 and has held it in 21 quarters since.
  • Stifel Financial's Brookdale Senior Living position peaked at $4.76M in Q1 2015.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

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