RIL
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Rothschild Investment LLC’s Sonida Senior Living SNDA Stock Holding History

Rothschild Investment LLC’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 		$8.24K Buy
202
+15
+8% +$537 ﹤0.01% 2002
2026
Q1 		$6.03K Buy
187
+186
+18,600% +$6.22K ﹤0.01% 1957
2025
Q4 		$33 Buy
+1
New +$30 ﹤0.01% 3303

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

Rothschild Investment LLC's SNDA Position: Q2 2026 in Review

Rothschild Investment LLC increased its Sonida Senior Living (SNDA) stake by 8% in Q2 2026, buying an estimated $537 and bringing the position to 202 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Rothschild Investment LLC first reported a position in SNDA in Q4 2025 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • Rothschild Investment LLC held 202 shares of Sonida Senior Living worth $8.24K as of Q2 2026.
  • Rothschild Investment LLC bought 15 Sonida Senior Living shares in Q2 2026, an estimated $537.
  • Sonida Senior Living made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2002 holding.
  • Rothschild Investment LLC first reported a position in Sonida Senior Living in Q4 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 Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.