SageView Advisory Group
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SageView Advisory Group’s Sonida Senior Living SNDA Stock Holding History

SageView Advisory Group’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 		– Sell
-12
Closed -$392 – 2145
2025
Q4 		$392 Buy
+12
New +$356 ﹤0.01% 2464

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Irenic Capital Management
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Hazelview Securities
Hazelview Securities Toronto, Ontario, Canada $722M AUM 19.65% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $187M AUM 12.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SageView Advisory Group's SNDA Position: Q1 2026 in Review

SageView Advisory Group sold out of Sonida Senior Living (SNDA) in Q1 2026, closing a stake of 12 shares — an estimated $392 sold.

SageView Advisory Group first reported a position in SNDA in Q4 2025 and held it in 1 quarter. The position peaked at $392 in Q4 2025. 229 funds tracked by Wall St. Rank hold SNDA as of Q1 2026.

  • SageView Advisory Group reported no remaining Sonida Senior Living position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 12 Sonida Senior Living shares in Q1 2026, an estimated $392.
  • SageView Advisory Group first reported a position in Sonida Senior Living in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Sonida Senior Living position peaked at $392 in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.