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Center for Financial Planning’s Sundial Growers SNDL Stock Holding History

Center for Financial Planning’s Portfolio SNDL Stock Details SNDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34 Buy
+25
New +$36 ﹤0.01% 654

Other funds holding SNDL

BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Center for Financial Planning's SNDL Position: Q2 2026 in Review

Center for Financial Planning opened a new position in Sundial Growers (SNDL) in Q2 2026: 25 shares worth $34. The stake represents ﹤0.01% of the portfolio and ranks #654 among its holdings.

20 funds tracked by Wall St. Rank hold SNDL as of Q2 2026.

  • Center for Financial Planning held 25 shares of Sundial Growers worth $34 as of Q2 2026.
  • Sundial Growers was a new Center for Financial Planning position in Q2 2026.
  • Sundial Growers made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #654 holding.
  • 20 funds tracked by Wall St. Rank held Sundial Growers as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.