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PlanVest Financial’s Sonida Senior Living SNDA Stock Holding History

PlanVest Financial’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 		$5.88K Hold
144
– – ﹤0.01% 445
2026
Q1 		$4.64K Buy
+144
New +$4.82K ﹤0.01% 438

Other funds holding SNDA

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

PlanVest Financial's SNDA Position: Q2 2026 in Review

PlanVest Financial held its Sonida Senior Living (SNDA) position steady in Q2 2026 at 144 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

PlanVest Financial first reported a position in SNDA in Q1 2026 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • PlanVest Financial held 144 shares of Sonida Senior Living worth $5.88K as of Q2 2026.
  • PlanVest Financial left its Sonida Senior Living share count unchanged in Q2 2026.
  • Sonida Senior Living made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #445 holding.
  • PlanVest Financial first reported a position in Sonida Senior Living in Q1 2026 and has held it in 2 quarters since.
  • 228 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.