Compass Financial Management
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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
Q3 		$26.6K Hold
707
– – ﹤0.01% 874
2026
Q2 		$27.3K Buy
+707
New +$25.3K ﹤0.01% 825

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Kennedy Capital Management
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Compass Financial Management's SNDA Position: Q3 2026 in Review

Compass Financial Management held its Sonida Senior Living (SNDA) position steady in Q3 2026 at 707 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Compass Financial Management first reported a position in SNDA in Q2 2026 and has held it in 2 quarters since. The position peaked at $27.3K in Q2 2026. 173 funds tracked by Wall St. Rank hold SNDA as of Q3 2026.

  • Compass Financial Management held 707 shares of Sonida Senior Living worth $26.6K as of Q3 2026.
  • Compass Financial Management left its Sonida Senior Living share count unchanged in Q3 2026.
  • Sonida Senior Living made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #874 holding.
  • Compass Financial Management first reported a position in Sonida Senior Living in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Sonida Senior Living position peaked at $27.3K in Q2 2026.
  • 173 funds tracked by Wall St. Rank held Sonida Senior Living as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.