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Transamerica Financial Advisors’s Sonida Senior Living SNDA Stock Holding History

Transamerica Financial Advisors’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
2025
Q4 		– Sell
-14
Closed -$388 – 1906
2025
Q3 		$388 Buy
+14
New +$359 ﹤0.01% 1353

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CC
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HS
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SCM
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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return
OCM
Obion Capital Management Miami, Florida $101M AUM
MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return

Transamerica Financial Advisors's SNDA Position: Q4 2025 in Review

Transamerica Financial Advisors sold out of Sonida Senior Living (SNDA) in Q4 2025, closing a stake of 14 shares — an estimated $388 sold.

Transamerica Financial Advisors first reported a position in SNDA in Q3 2025 and held it in 1 quarter. The position peaked at $388 in Q3 2025. 69 funds tracked by Wall St. Rank hold SNDA as of Q4 2025.

  • Transamerica Financial Advisors reported no remaining Sonida Senior Living position as of Q4 2025 after selling out during the quarter.
  • Transamerica Financial Advisors sold 14 Sonida Senior Living shares in Q4 2025, an estimated $388.
  • Transamerica Financial Advisors first reported a position in Sonida Senior Living in Q3 2025 and held it in 1 quarter.
  • Transamerica Financial Advisors's Sonida Senior Living position peaked at $388 in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Sonida Senior Living as of Q4 2025.

Based on Transamerica Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.