CoreCap Advisors
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CoreCap Advisors’s Sonida Senior Living SNDA Stock Holding History

CoreCap 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
Q3 		$10.5K Hold
279
– – ﹤0.01% 2040
2026
Q2 		$11.4K Sell
279
-629
-69% -$22.5K ﹤0.01% 2022
2026
Q1 		$29.3K Buy
+908
New +$30.4K ﹤0.01% 1520

Other funds holding SNDA

Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
FI
Finivi Inc Westborough, Massachusetts $210M AUM 21.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CoreCap Advisors's SNDA Position: Q3 2026 in Review

CoreCap Advisors held its Sonida Senior Living (SNDA) position steady in Q3 2026 at 279 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

CoreCap Advisors first reported a position in SNDA in Q1 2026 and has held it in 3 quarters since. The position peaked at $29.3K in Q1 2026. 20 funds tracked by Wall St. Rank hold SNDA as of Q3 2026.

  • CoreCap Advisors held 279 shares of Sonida Senior Living worth $10.5K as of Q3 2026.
  • CoreCap Advisors left its Sonida Senior Living share count unchanged in Q3 2026.
  • Sonida Senior Living made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2040 holding.
  • CoreCap Advisors first reported a position in Sonida Senior Living in Q1 2026 and has held it in 3 quarters since.
  • CoreCap Advisors's Sonida Senior Living position peaked at $29.3K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Sonida Senior Living as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.