CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Sonida Senior Living SNDA Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$357K Buy
+11,083
New +$371K ﹤0.01% 2269
2022
Q1 		– Sell
-204
Closed -$6K – 5110
2021
Q4 		$6K Buy
+204
New +$6.19K ﹤0.01% 4004

Other funds holding SNDA

CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAPTRUST Financial Advisors's SNDA Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in Sonida Senior Living (SNDA) in Q1 2026: 11,083 shares worth $357K. The stake represents ﹤0.01% of the portfolio and ranks #2269 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in SNDA as recently as Q4 2021.

CAPTRUST Financial Advisors first reported a position in SNDA in Q4 2021 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold SNDA as of Q1 2026.

  • CAPTRUST Financial Advisors held 11,083 shares of Sonida Senior Living worth $357K as of Q1 2026.
  • Sonida Senior Living was a new CAPTRUST Financial Advisors position in Q1 2026.
  • Sonida Senior Living made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2269 holding.
  • CAPTRUST Financial Advisors first reported a position in Sonida Senior Living in Q4 2021 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.