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Compass Financial Management’s Sonida Senior Living SNDA Stock Holding History

Compass Financial Management’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

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

Compass Financial Management's SNDA Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management held 707 shares of Sonida Senior Living worth $27.3K as of Q2 2026.
  • Sonida Senior Living was a new Compass Financial Management position in Q2 2026.
  • Sonida Senior Living made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #825 holding.
  • 219 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.