Position in BKD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,037,225
+$172,048 QoQ
Shares Held
64,464
+1.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#151
of 291 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in BKD Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $47,471,717 across 15 Medical Care Facilities names. BKD ranks #11 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
38,969 | $15,193,622 | |
| 2 | ENSG |
Ensign Group, Inc
|
53,255 | $8,536,774 | |
| 3 | EHC |
Encompass Health Corp
|
57,927 | $5,855,261 | |
| 4 | CHE |
Chemed Corp
|
6,571 | $3,060,377 | |
| 5 | USPH |
U S Physical Therapy Inc /Nv
|
41,718 | $2,865,191 | |
| 6 | THC |
Tenet Healthcare Corp
|
14,752 | $2,759,803 | |
| 7 | FMS |
Fresenius Medical Care AG
|
95,180 | $2,152,019 | |
| 8 | ASTH |
Astrana Health, Inc.
|
33,114 | $1,536,820 |
All Filings in BKD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,225 | 64,464 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $865,177 | 63,244 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $836,429 | 77,519 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $665,961 | 78,626 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $541,995 | 77,873 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $425,410 | 67,957 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $296,342 | 58,915 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $441,994 | 65,095 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $466,154 | 68,251 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $459,744 | 69,553 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $315,054 | 54,133 | Shares | Defined | 2024-02-12 | |
| 2021-12-31 | $121,260 | 23,500 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $145,845 | 23,150 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $185,650 | 23,500 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||