Key Financial Inc’s Sonida Senior Living SNDA Stock Holding History

Key Financial Inc’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	–	Sell	-121	Closed	-$3.9K	–	1441
2026 Q1	$3.9K	Buy	+121	New	+$4.05K	﹤0.01%	1079

Other funds holding SNDA

Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Key Financial Inc's SNDA Position: Q2 2026 in Review

Key Financial Inc sold out of Sonida Senior Living (SNDA) in Q2 2026, closing a stake of 121 shares — an estimated $3.9K sold.

Key Financial Inc first reported a position in SNDA in Q1 2026 and held it in 1 quarter. The position peaked at $3.9K in Q1 2026. 229 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

Key Financial Inc reported no remaining Sonida Senior Living position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 121 Sonida Senior Living shares in Q2 2026, an estimated $3.9K.
Key Financial Inc first reported a position in Sonida Senior Living in Q1 2026 and held it in 1 quarter.
Key Financial Inc's Sonida Senior Living position peaked at $3.9K in Q1 2026.
229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.