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Summit Financial’s Sonida Senior Living SNDA Stock Holding History

Summit 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
Q1 		$232K Buy
+7,209
New +$241K ﹤0.01% 1292

Other funds holding SNDA

CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Summit Financial's SNDA Position: Q1 2026 in Review

Summit Financial opened a new position in Sonida Senior Living (SNDA) in Q1 2026: 7,209 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1292 among its holdings.

229 funds tracked by Wall St. Rank hold SNDA as of Q1 2026.

  • Summit Financial held 7,209 shares of Sonida Senior Living worth $232K as of Q1 2026.
  • Sonida Senior Living was a new Summit Financial position in Q1 2026.
  • Sonida Senior Living made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1292 holding.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.