VWA
BKD icon

Valued Wealth Advisors’s Brookdale Senior Living BKD Stock Holding History

Valued Wealth Advisors’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 		$242 Buy
+15
New +$204 ﹤0.01% 878

Other funds holding BKD

CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
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
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

Valued Wealth Advisors's BKD Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Brookdale Senior Living (BKD) in Q2 2026: 15 shares worth $242. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings.

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

  • Valued Wealth Advisors held 15 shares of Brookdale Senior Living worth $242 as of Q2 2026.
  • Brookdale Senior Living was a new Valued Wealth Advisors position in Q2 2026.
  • Brookdale Senior Living made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #878 holding.
  • 30 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.