JWCA
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J.W. Cole Advisors’s Sonida Senior Living SNDA Stock Holding History

J.W. Cole 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
Q2 		$466K Buy
+11,416
New +$409K 0.01% 1045

Other funds holding SNDA

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
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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

J.W. Cole Advisors's SNDA Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Sonida Senior Living (SNDA) in Q2 2026: 11,416 shares worth $466K. The stake represents 0.01% of the portfolio and ranks #1045 among its holdings.

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

  • J.W. Cole Advisors held 11,416 shares of Sonida Senior Living worth $466K as of Q2 2026.
  • Sonida Senior Living was a new J.W. Cole Advisors position in Q2 2026.
  • Sonida Senior Living made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1045 holding.
  • 29 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.