COMPASS FINANCIAL MANAGEMENT LLC’s Sonida Senior Living SNDA Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$27.3K	Buy	+707	New	+$25.3K	﹤0.01%	825

Other funds holding SNDA

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

APCM

Arbiter Partners Capital Management New York $190M AUM 51.6% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SNDA Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Sonida Senior Living (SNDA) in Q2 2026: 707 shares worth $27.3K. The stake represents ﹤0.01% of the portfolio and ranks #825 among its holdings.

168 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 707 shares of Sonida Senior Living worth $27.3K as of Q2 2026.
Sonida Senior Living was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Sonida Senior Living made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #825 holding.
168 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.