Blue Trust Inc
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Blue Trust Inc’s Sonida Senior Living SNDA Stock Holding History

Blue Trust Inc’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 		$5.79K Sell
154
-618
-80% -$24.5K ﹤0.01% 1824
2026
Q2 		$31.5K Buy
772
+69
+10% +$2.47K ﹤0.01% 1522
2026
Q1 		$22.7K Buy
+703
New +$23.5K ﹤0.01% 1604

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Concurrent Investment Advisors
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Farther Finance Advisors
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Armstrong Advisory Group
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Brookstone Capital Management
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Blue Trust Inc's SNDA Position: Q3 2026 in Review

Blue Trust Inc reduced its Sonida Senior Living (SNDA) stake by 80% in Q3 2026, selling an estimated $24.5K and leaving 154 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Blue Trust Inc first reported a position in SNDA in Q1 2026 and has held it in 3 quarters since. The position peaked at $31.5K in Q2 2026. 28 funds tracked by Wall St. Rank hold SNDA as of Q3 2026.

  • Blue Trust Inc held 154 shares of Sonida Senior Living worth $5.79K as of Q3 2026.
  • Blue Trust Inc sold 618 Sonida Senior Living shares in Q3 2026, an estimated $24.5K.
  • Sonida Senior Living made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1824 holding.
  • Blue Trust Inc first reported a position in Sonida Senior Living in Q1 2026 and has held it in 3 quarters since.
  • Blue Trust Inc's Sonida Senior Living position peaked at $31.5K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Sonida Senior Living as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.