Superior Planning, LLC’s Sonida Senior Living SNDA Stock Holding History

Superior Planning, LLC’s Portfolio SNDA Stock Details SNDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.39K	Buy	+37	New	+$1.47K	﹤0.01%	1676

Other funds holding SNDA

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Tyro Capital Management Miami, Florida $564M AUM 72.37% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Hazelview Securities Toronto, Ontario, Canada $669M AUM 9.78% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Makena Capital Management Menlo Park, California $961M AUM 7.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's SNDA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Sonida Senior Living (SNDA) in Q3 2026: 37 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #1676 among its holdings.

137 funds tracked by Wall St. Rank hold SNDA as of Q3 2026.

Superior Planning, LLC held 37 shares of Sonida Senior Living worth $1.39K as of Q3 2026.
Sonida Senior Living was a new Superior Planning, LLC position in Q3 2026.
Sonida Senior Living made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1676 holding.
137 funds tracked by Wall St. Rank held Sonida Senior Living as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.