CX Institutional
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CX Institutional’s Sonida Senior Living SNDA Stock Holding History

CX Institutional’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 		$24K Hold
629
– – ﹤0.01% 1189
2026
Q2 		$26K Hold
629
– – ﹤0.01% 1117
2026
Q1 		$20K Buy
+629
New +$21K ﹤0.01% 1137

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
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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CX Institutional's SNDA Position: Q3 2026 in Review

CX Institutional held its Sonida Senior Living (SNDA) position steady in Q3 2026 at 629 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

CX Institutional first reported a position in SNDA in Q1 2026 and has held it in 3 quarters since. The position peaked at $26K in Q2 2026. 17 funds tracked by Wall St. Rank hold SNDA as of Q3 2026.

  • CX Institutional held 629 shares of Sonida Senior Living worth $24K as of Q3 2026.
  • CX Institutional left its Sonida Senior Living share count unchanged in Q3 2026.
  • Sonida Senior Living made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1189 holding.
  • CX Institutional first reported a position in Sonida Senior Living in Q1 2026 and has held it in 3 quarters since.
  • CX Institutional's Sonida Senior Living position peaked at $26K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Sonida Senior Living as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.