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Integrated Wealth Concepts’s Sonida Senior Living SNDA Stock Holding History

Integrated Wealth Concepts’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
Q1 		$309K Buy
+9,570
New +$320K ﹤0.01% 1844

Other funds holding SNDA

CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Integrated Wealth Concepts's SNDA Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Sonida Senior Living (SNDA) in Q1 2026: 9,570 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #1844 among its holdings.

229 funds tracked by Wall St. Rank hold SNDA as of Q1 2026.

  • Integrated Wealth Concepts held 9,570 shares of Sonida Senior Living worth $309K as of Q1 2026.
  • Sonida Senior Living was a new Integrated Wealth Concepts position in Q1 2026.
  • Sonida Senior Living made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1844 holding.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.