Raymond James Financial
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Raymond James Financial’s Sonida Senior Living SNDA Stock Holding History

Raymond James 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 		$1.18M Sell
28,847
-1,253
-4% -$44.9K ﹤0.01% 3880
2026
Q1 		$971K Buy
+30,100
New +$1.01M ﹤0.01% 3872
2025
Q3 		– Sell
-21
Closed -$524 – 6498
2025
Q2 		$524 Buy
+21
New +$499 ﹤0.01% 6668

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 $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Raymond James Financial's SNDA Position: Q2 2026 in Review

Raymond James Financial reduced its Sonida Senior Living (SNDA) stake by 4.2% in Q2 2026, selling an estimated $44.9K and leaving 28,847 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #3880.

Raymond James Financial first reported a position in SNDA in Q2 2025 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • Raymond James Financial held 28,847 shares of Sonida Senior Living worth $1.18M as of Q2 2026.
  • Raymond James Financial sold 1,253 Sonida Senior Living shares in Q2 2026, an estimated $44.9K.
  • Sonida Senior Living made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3880 holding.
  • Raymond James Financial first reported a position in Sonida Senior Living in Q2 2025 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.