Jones Financial Companies
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Jones Financial Companies’s Sonida Senior Living SNDA Stock Holding History

Jones Financial Companies’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 		$3.1K Buy
98
+13
+15% +$435 ﹤0.01% 4016
2025
Q4 		$2.77K Buy
+85
New +$2.52K ﹤0.01% 3719

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

Jones Financial Companies's SNDA Position: Q1 2026 in Review

Jones Financial Companies increased its Sonida Senior Living (SNDA) stake by 15% in Q1 2026, buying an estimated $435 and bringing the position to 98 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4016.

Jones Financial Companies first reported a position in SNDA in Q4 2025 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold SNDA as of Q1 2026.

  • Jones Financial Companies held 98 shares of Sonida Senior Living worth $3.1K as of Q1 2026.
  • Jones Financial Companies bought 13 Sonida Senior Living shares in Q1 2026, an estimated $435.
  • Sonida Senior Living made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4016 holding.
  • Jones Financial Companies first reported a position in Sonida Senior Living in Q4 2025 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.