4WM
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44 Wealth Management’s SS&C Technologies SSNC Stock Holding History

44 Wealth Management’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,624
Closed -$718K – 203
2026
Q1 		$718K Sell
10,624
-19,719
-65% -$1.52M 0.25% 125
2025
Q4 		$2.65M Buy
30,343
+125
+0.4% +$10.7K 0.89% 28
2025
Q3 		$2.68M Sell
30,218
-2,546
-8% -$220K 0.91% 24
2025
Q2 		$2.71M Sell
32,764
-168
-0.5% -$13.2K 0.96% 23
2025
Q1 		$2.75M Buy
32,932
+4,173
+15% +$345K 1.03% 22
2024
Q4 		$2.18M Buy
28,759
+2,108
+8% +$158K 0.84% 32
2024
Q3 		$2.02M Buy
+26,651
New +$1.89M 0.71% 41
2023
Q2 		$819K Sell
13,519
-117
-0.9% -$6.65K 0.28% 81
2023
Q1 		$770K Buy
13,636
+2,278
+20% +$131K 0.26% 82
2022
Q4 		$591K Sell
11,358
-490
-4% -$24.8K 0.2% 97
2022
Q3 		$566K Buy
11,848
+1,649
+16% +$95K 0.23% 95
2022
Q2 		$592K Buy
10,199
+3,380
+50% +$217K 0.23% 92
2022
Q1 		$512K Sell
6,819
-196
-3% -$15.3K 0.18% 111
2021
Q4 		$575K Sell
7,015
-92
-1% -$7.08K 0.2% 101
2021
Q3 		$493K Sell
7,107
-38
-0.5% -$2.82K 0.19% 107
2021
Q2 		$515K Buy
+7,145
New +$523K 0.2% 106

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

44 Wealth Management's SSNC Position: Q2 2026 in Review

44 Wealth Management sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 10,624 shares — an estimated $718K sold.

44 Wealth Management first reported a position in SSNC in Q2 2021 and held it in 16 quarters. The position peaked at $2.75M in Q1 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • 44 Wealth Management reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
  • 44 Wealth Management sold 10,624 SS&C Technologies shares in Q2 2026, an estimated $718K.
  • 44 Wealth Management first reported a position in SS&C Technologies in Q2 2021 and held it in 16 quarters.
  • 44 Wealth Management's SS&C Technologies position peaked at $2.75M in Q1 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.