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
Q2 		$1.04M Buy
64,464
+1,220
+2% +$16.6K ﹤0.01% 2527
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 $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
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial's BKD Position: Q2 2026 in Review

Stifel Financial increased its Brookdale Senior Living (BKD) stake by 1.9% in Q2 2026, buying an estimated $16.6K and bringing the position to 64,464 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

Stifel Financial first reported a position in BKD in Q4 2014 and has held it in 22 quarters since. The position peaked at $4.76M in Q1 2015. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Stifel Financial held 64,464 shares of Brookdale Senior Living worth $1.04M as of Q2 2026.
  • Stifel Financial bought 1,220 Brookdale Senior Living shares in Q2 2026, an estimated $16.6K.
  • Brookdale Senior Living made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2527 holding.
  • Stifel Financial first reported a position in Brookdale Senior Living in Q4 2014 and has held it in 22 quarters since.
  • Stifel Financial's Brookdale Senior Living position peaked at $4.76M in Q1 2015.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.