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Gladstone Institutional Advisory’s Sonida Senior Living SNDA Stock Holding History

Gladstone Institutional Advisory’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 		$435K Buy
+10,662
New +$382K 0.01% 639

Other funds holding SNDA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 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

Gladstone Institutional Advisory's SNDA Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Sonida Senior Living (SNDA) in Q2 2026: 10,662 shares worth $435K. The stake represents 0.01% of the portfolio and ranks #639 among its holdings.

41 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • Gladstone Institutional Advisory held 10,662 shares of Sonida Senior Living worth $435K as of Q2 2026.
  • Sonida Senior Living was a new Gladstone Institutional Advisory position in Q2 2026.
  • Sonida Senior Living made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #639 holding.
  • 41 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.