Washington Trust Advisors
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Washington Trust Advisors’s Sonida Senior Living SNDA Stock Holding History

Washington Trust 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
2026
Q3 		$2.67K Hold
71
– – ﹤0.01% 591
2026
Q2 		$2.9K Hold
71
– – ﹤0.01% 607
2026
Q1 		$2.29K Buy
+71
New +$2.38K ﹤0.01% 574

Other funds holding SNDA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Hazelview Securities
Hazelview Securities Toronto, Ontario, Canada $669M AUM 9.78% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Makena Capital Management
Makena Capital Management Menlo Park, California $961M AUM 7.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Washington Trust Advisors's SNDA Position: Q3 2026 in Review

Washington Trust Advisors held its Sonida Senior Living (SNDA) position steady in Q3 2026 at 71 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Washington Trust Advisors first reported a position in SNDA in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.9K in Q2 2026. 116 funds tracked by Wall St. Rank hold SNDA as of Q3 2026.

  • Washington Trust Advisors held 71 shares of Sonida Senior Living worth $2.67K as of Q3 2026.
  • Washington Trust Advisors left its Sonida Senior Living share count unchanged in Q3 2026.
  • Sonida Senior Living made up ﹤0.01% of Washington Trust Advisors's portfolio in Q3 2026, its #591 holding.
  • Washington Trust Advisors first reported a position in Sonida Senior Living in Q1 2026 and has held it in 3 quarters since.
  • Washington Trust Advisors's Sonida Senior Living position peaked at $2.9K in Q2 2026.
  • 116 funds tracked by Wall St. Rank held Sonida Senior Living as of Q3 2026.

Based on Washington Trust Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.