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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
Q2 		$31.5K Buy
772
+69
+10% +$2.47K ﹤0.01% 1522
2026
Q1 		$22.7K Buy
+703
New +$23.5K ﹤0.01% 1604

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

Blue Trust Inc's SNDA Position: Q2 2026 in Review

Blue Trust Inc increased its Sonida Senior Living (SNDA) stake by 9.8% in Q2 2026, buying an estimated $2.47K and bringing the position to 772 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Blue Trust Inc first reported a position in SNDA in Q1 2026 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • Blue Trust Inc held 772 shares of Sonida Senior Living worth $31.5K as of Q2 2026.
  • Blue Trust Inc bought 69 Sonida Senior Living shares in Q2 2026, an estimated $2.47K.
  • Sonida Senior Living made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1522 holding.
  • Blue Trust Inc first reported a position in Sonida Senior Living in Q1 2026 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.