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Keystone Financial Services (Colorado)’s Sonida Senior Living SNDA Stock Holding History

Keystone Financial Services (Colorado)’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
-6,648
Closed -$214K – 137
2026
Q1 		$214K Buy
+6,648
New +$222K 0.06% 113

Other funds holding SNDA

CC
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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

Keystone Financial Services (Colorado)'s SNDA Position: Q2 2026 in Review

Keystone Financial Services (Colorado) sold out of Sonida Senior Living (SNDA) in Q2 2026, closing a stake of 6,648 shares — an estimated $214K sold.

Keystone Financial Services (Colorado) first reported a position in SNDA in Q1 2026 and held it in 1 quarter. The position peaked at $214K in Q1 2026. 229 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • Keystone Financial Services (Colorado) reported no remaining Sonida Senior Living position as of Q2 2026 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 6,648 Sonida Senior Living shares in Q2 2026, an estimated $214K.
  • Keystone Financial Services (Colorado) first reported a position in Sonida Senior Living in Q1 2026 and held it in 1 quarter.
  • Keystone Financial Services (Colorado)'s Sonida Senior Living position peaked at $214K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.