RA
SNDA icon

RFG Advisory’s Sonida Senior Living SNDA Stock Holding History

RFG Advisory’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 		$649K Buy
15,902
+7,243
+84% +$259K 0.01% 714
2026
Q1 		$279K Buy
+8,659
New +$290K 0.01% 912

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

RFG Advisory's SNDA Position: Q2 2026 in Review

RFG Advisory increased its Sonida Senior Living (SNDA) stake by 84% in Q2 2026, buying an estimated $259K and bringing the position to 15,902 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #714.

RFG Advisory first reported a position in SNDA in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • RFG Advisory held 15,902 shares of Sonida Senior Living worth $649K as of Q2 2026.
  • RFG Advisory bought 7,243 Sonida Senior Living shares in Q2 2026, an estimated $259K.
  • Sonida Senior Living made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #714 holding.
  • RFG Advisory first reported a position in Sonida Senior Living in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.