IAA
SNDA icon

Independent Advisor Alliance’s Sonida Senior Living SNDA Stock Holding History

Independent Advisor Alliance’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 		$206K Sell
5,051
-9,990
-66% -$358K ﹤0.01% 969
2026
Q1 		$485K Buy
+15,041
New +$503K 0.01% 1118

Other funds holding SNDA

CC
Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $446M AUM 84.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Independent Advisor Alliance's SNDA Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Sonida Senior Living (SNDA) stake by 66% in Q2 2026, selling an estimated $358K and leaving 5,051 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Independent Advisor Alliance first reported a position in SNDA in Q1 2026 and has held it in 2 quarters since. The position peaked at $485K in Q1 2026. 229 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • Independent Advisor Alliance held 5,051 shares of Sonida Senior Living worth $206K as of Q2 2026.
  • Independent Advisor Alliance sold 9,990 Sonida Senior Living shares in Q2 2026, an estimated $358K.
  • Sonida Senior Living made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #969 holding.
  • Independent Advisor Alliance first reported a position in Sonida Senior Living in Q1 2026 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Sonida Senior Living position peaked at $485K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.