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Capital Advisors Ltd’s Sonida Senior Living SNDA Stock Holding History

Capital Advisors Ltd’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 		$57K Hold
1,409
– – 0.01% 495
2026
Q1 		$45K Buy
+1,409
New +$47.1K 0.01% 524

Other funds holding SNDA

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
FI
Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Capital Advisors Ltd's SNDA Position: Q2 2026 in Review

Capital Advisors Ltd held its Sonida Senior Living (SNDA) position steady in Q2 2026 at 1,409 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #495.

Capital Advisors Ltd first reported a position in SNDA in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • Capital Advisors Ltd held 1,409 shares of Sonida Senior Living worth $57K as of Q2 2026.
  • Capital Advisors Ltd left its Sonida Senior Living share count unchanged in Q2 2026.
  • Sonida Senior Living made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #495 holding.
  • Capital Advisors Ltd first reported a position in Sonida Senior Living in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.