Wells Fargo
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Wells Fargo’s Brookdale Senior Living BKD Stock Holding History

Wells Fargo’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
2016
Q1 		– Sell
-32,500
Closed -$136K – 6199
2015
Q4 		$136K Sell
32,500
-87,200
-73% -$1.88M ﹤0.01% 4706
2015
Q3 		$226K Buy
+119,700
New +$3.53M ﹤0.01% 4404

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

Wells Fargo's BKD Position: Q2 2026 in Review

Wells Fargo reduced its Brookdale Senior Living (BKD) stake by 64% in Q2 2026, selling an estimated $8.04M and leaving 336,498 shares worth $5.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2768.

Wells Fargo first reported a position in BKD in Q2 2013 and has held it in 53 quarters since. The position peaked at $50.7M in Q4 2016. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Wells Fargo held 336,498 shares of Brookdale Senior Living worth $5.41M as of Q2 2026.
  • Wells Fargo sold 591,613 Brookdale Senior Living shares in Q2 2026, an estimated $8.04M.
  • Brookdale Senior Living made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #2768 holding.
  • Wells Fargo first reported a position in Brookdale Senior Living in Q2 2013 and has held it in 53 quarters since.
  • Wells Fargo's Brookdale Senior Living position peaked at $50.7M in Q4 2016.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.