AWM
SNDA icon

AE Wealth Management’s Sonida Senior Living SNDA Stock Holding History

AE Wealth Management’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 		$218K Buy
+5,338
New +$191K ﹤0.01% 1670

Other funds holding SNDA

CC
Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AE Wealth Management's SNDA Position: Q2 2026 in Review

AE Wealth Management opened a new position in Sonida Senior Living (SNDA) in Q2 2026: 5,338 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1670 among its holdings.

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

  • AE Wealth Management held 5,338 shares of Sonida Senior Living worth $218K as of Q2 2026.
  • Sonida Senior Living was a new AE Wealth Management position in Q2 2026.
  • Sonida Senior Living made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1670 holding.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.