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Merit Financial Group’s Sonida Senior Living SNDA Stock Holding History

Merit Financial 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
Q2 		$390K Sell
9,571
-10,042
-51% -$360K ﹤0.01% 1650
2026
Q1 		$633K Buy
+19,613
New +$656K ﹤0.01% 1230

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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 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

Merit Financial Group's SNDA Position: Q2 2026 in Review

Merit Financial Group reduced its Sonida Senior Living (SNDA) stake by 51% in Q2 2026, selling an estimated $360K and leaving 9,571 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Merit Financial Group first reported a position in SNDA in Q1 2026 and has held it in 2 quarters since. The position peaked at $633K in Q1 2026. 29 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • Merit Financial Group held 9,571 shares of Sonida Senior Living worth $390K as of Q2 2026.
  • Merit Financial Group sold 10,042 Sonida Senior Living shares in Q2 2026, an estimated $360K.
  • Sonida Senior Living made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1650 holding.
  • Merit Financial Group first reported a position in Sonida Senior Living in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Sonida Senior Living position peaked at $633K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.