FLP
SNDA icon

Financial Life Planners’s Sonida Senior Living SNDA Stock Holding History

Financial Life Planners’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 		$12.8K Hold
313
– – 0.01% 221
2026
Q1 		$10.1K Buy
+313
New +$10.5K 0.01% 239

Other funds holding SNDA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Financial Life Planners's SNDA Position: Q2 2026 in Review

Financial Life Planners held its Sonida Senior Living (SNDA) position steady in Q2 2026 at 313 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #221.

Financial Life Planners 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.

  • Financial Life Planners held 313 shares of Sonida Senior Living worth $12.8K as of Q2 2026.
  • Financial Life Planners left its Sonida Senior Living share count unchanged in Q2 2026.
  • Sonida Senior Living made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #221 holding.
  • Financial Life Planners 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 Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.