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Essential Partners’s Sonida Senior Living SNDA Stock Holding History

Essential Partners’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 		$75 Hold
2
– – ﹤0.01% 2725
2026
Q2 		$82 Hold
2
– – ﹤0.01% 2762
2026
Q1 		$65 Hold
2
– – ﹤0.01% 2769
2025
Q4 		$65 Hold
2
– – ﹤0.01% 2614
2025
Q3 		$55 Buy
2
+1
+100% +$26 ﹤0.01% 2558
2025
Q2 		$25 Buy
+1
New +$24 ﹤0.01% 2211

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FI
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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

Essential Partners's SNDA Position: Q3 2026 in Review

Essential Partners held its Sonida Senior Living (SNDA) position steady in Q3 2026 at 2 shares worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #2725.

Essential Partners first reported a position in SNDA in Q2 2025 and has held it in 6 quarters since. The position peaked at $82 in Q2 2026. 17 funds tracked by Wall St. Rank hold SNDA as of Q3 2026.

  • Essential Partners held 2 shares of Sonida Senior Living worth $75 as of Q3 2026.
  • Essential Partners left its Sonida Senior Living share count unchanged in Q3 2026.
  • Sonida Senior Living made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2725 holding.
  • Essential Partners first reported a position in Sonida Senior Living in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Sonida Senior Living position peaked at $82 in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Sonida Senior Living as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.