IFP Advisors
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IFP Advisors’s Sonida Senior Living SNDA Stock Holding History

IFP Advisors’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 		$71.3K Sell
1,896
-2,234
-54% -$88.5K ﹤0.01% 2168
2026
Q2 		$169K Sell
4,130
-3,396
-45% -$122K ﹤0.01% 1638
2026
Q1 		$243K Buy
+7,526
New +$252K 0.01% 1289
2025
Q2 		– Hold
0
– – – 4705
2018
Q3 		– Sell
-7
Closed -$1K – 4004
2018
Q2 		$1K Buy
+7
New +$1.16K ﹤0.01% 3766

Other funds holding SNDA

Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
FI
Finivi Inc Westborough, Massachusetts $210M AUM 21.22% 1-Year Est. Return
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
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

IFP Advisors's SNDA Position: Q3 2026 in Review

IFP Advisors reduced its Sonida Senior Living (SNDA) stake by 54% in Q3 2026, selling an estimated $88.5K and leaving 1,896 shares worth $71.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2168.

IFP Advisors first reported a position in SNDA in Q2 2018 and has held it in 4 quarters since. The position peaked at $243K in Q1 2026. 17 funds tracked by Wall St. Rank hold SNDA as of Q3 2026.

  • IFP Advisors held 1,896 shares of Sonida Senior Living worth $71.3K as of Q3 2026.
  • IFP Advisors sold 2,234 Sonida Senior Living shares in Q3 2026, an estimated $88.5K.
  • Sonida Senior Living made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2168 holding.
  • IFP Advisors first reported a position in Sonida Senior Living in Q2 2018 and has held it in 4 quarters since.
  • IFP Advisors's Sonida Senior Living position peaked at $243K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Sonida Senior Living as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.