Finivi Inc
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Finivi Inc’s Sonida Senior Living SNDA Stock Holding History

Finivi Inc’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 		$820K Buy
21,828
+430
+2% +$17K 0.39% 58
2026
Q2 		$873K Buy
+21,398
New +$766K 0.45% 55

Other funds holding SNDA

Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 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
FNY Investment Advisers
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

Finivi Inc's SNDA Position: Q3 2026 in Review

Finivi Inc increased its Sonida Senior Living (SNDA) stake by 2% in Q3 2026, buying an estimated $17K and bringing the position to 21,828 shares worth $820K. The position accounts for 0.39% of the portfolio, ranked #58.

Finivi Inc first reported a position in SNDA in Q2 2026 and has held it in 2 quarters since. The position peaked at $873K in Q2 2026. 21 funds tracked by Wall St. Rank hold SNDA as of Q3 2026.

  • Finivi Inc held 21,828 shares of Sonida Senior Living worth $820K as of Q3 2026.
  • Finivi Inc bought 430 Sonida Senior Living shares in Q3 2026, an estimated $17K.
  • Sonida Senior Living made up 0.39% of Finivi Inc's portfolio in Q3 2026, its #58 holding.
  • Finivi Inc first reported a position in Sonida Senior Living in Q2 2026 and has held it in 2 quarters since.
  • Finivi Inc's Sonida Senior Living position peaked at $873K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Sonida Senior Living as of Q3 2026.

Based on Finivi Inc's 13F filing for Q3 2026, filed 13 Oct 2026.