Mather Group
SNDA icon

Mather Group’s Sonida Senior Living SNDA Stock Holding History

Mather Group’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
Q3 		– Sell
-401
Closed -$16.4K – 2305
2026
Q2 		$16.4K Sell
401
-819
-67% -$29.3K ﹤0.01% 1379
2026
Q1 		$39.3K Buy
+1,220
New +$40.8K ﹤0.01% 1114

Other funds holding SNDA

Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
FI
Finivi Inc Westborough, Massachusetts $210M AUM 21.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Mather Group's SNDA Position: Q3 2026 in Review

Mather Group sold out of Sonida Senior Living (SNDA) in Q3 2026, closing a stake of 401 shares — an estimated $16.4K sold.

Mather Group first reported a position in SNDA in Q1 2026 and held it in 2 quarters. The position peaked at $39.3K in Q1 2026. 17 funds tracked by Wall St. Rank hold SNDA as of Q3 2026.

  • Mather Group reported no remaining Sonida Senior Living position as of Q3 2026 after selling out during the quarter.
  • Mather Group sold 401 Sonida Senior Living shares in Q3 2026, an estimated $16.4K.
  • Mather Group first reported a position in Sonida Senior Living in Q1 2026 and held it in 2 quarters.
  • Mather Group's Sonida Senior Living position peaked at $39.3K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Sonida Senior Living as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.