N.E.W. Advisory Services’s Sonida Senior Living SNDA Stock Holding History

N.E.W. Advisory Services’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	$16.5K	Buy	+512	New	+$17.1K	﹤0.01%	536

Other funds holding SNDA

Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

N.E.W. Advisory Services's SNDA Position: Q1 2026 in Review

N.E.W. Advisory Services opened a new position in Sonida Senior Living (SNDA) in Q1 2026: 512 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #536 among its holdings.

229 funds tracked by Wall St. Rank hold SNDA as of Q1 2026.

N.E.W. Advisory Services held 512 shares of Sonida Senior Living worth $16.5K as of Q1 2026.
Sonida Senior Living was a new N.E.W. Advisory Services position in Q1 2026.
Sonida Senior Living made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q1 2026, its #536 holding.
229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.