FWP
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Family Wealth Partners’s Sonida Senior Living SNDA Stock Holding History

Family Wealth 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
Q2 		$459K Buy
11,247
+793
+8% +$28.4K 0.14% 64
2026
Q1 		$337K Buy
+10,454
New +$350K 0.12% 74

Other funds holding SNDA

Commonwealth Equity Services
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $264M AUM 19.8% 1-Year Est. Return
FI
Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Family Wealth Partners's SNDA Position: Q2 2026 in Review

Family Wealth Partners increased its Sonida Senior Living (SNDA) stake by 7.6% in Q2 2026, buying an estimated $28.4K and bringing the position to 11,247 shares worth $459K. The position accounts for 0.14% of the portfolio, ranked #64.

Family Wealth Partners first reported a position in SNDA in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • Family Wealth Partners held 11,247 shares of Sonida Senior Living worth $459K as of Q2 2026.
  • Family Wealth Partners bought 793 Sonida Senior Living shares in Q2 2026, an estimated $28.4K.
  • Sonida Senior Living made up 0.14% of Family Wealth Partners's portfolio in Q2 2026, its #64 holding.
  • Family Wealth Partners first reported a position in Sonida Senior Living in Q1 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.