CI
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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
Q2 		$26K Hold
629
– – ﹤0.01% 1117
2026
Q1 		$20K Buy
+629
New +$21K ﹤0.01% 1137

Other funds holding SNDA

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
FI
Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

CX Institutional's SNDA Position: Q2 2026 in Review

CX Institutional held its Sonida Senior Living (SNDA) position steady in Q2 2026 at 629 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

CX Institutional first reported a position in SNDA in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • CX Institutional held 629 shares of Sonida Senior Living worth $26K as of Q2 2026.
  • CX Institutional left its Sonida Senior Living share count unchanged in Q2 2026.
  • Sonida Senior Living made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1117 holding.
  • CX Institutional first reported a position in Sonida Senior Living in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.