Action Point Financial Planning’s Sonida Senior Living SNDA Stock Holding History

Action Point Financial Planning’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 Q2	$110K	Buy	+2,693	New	+$96.5K	0.01%	576

Other funds holding SNDA

Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ICM

Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCM

Tyro Capital Management Miami, Florida $446M AUM 84.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Action Point Financial Planning's SNDA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Sonida Senior Living (SNDA) in Q2 2026: 2,693 shares worth $110K. The stake represents 0.01% of the portfolio and ranks #576 among its holdings.

228 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

Action Point Financial Planning held 2,693 shares of Sonida Senior Living worth $110K as of Q2 2026.
Sonida Senior Living was a new Action Point Financial Planning position in Q2 2026.
Sonida Senior Living made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #576 holding.
228 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.