Rothwell Investment Advisors, LLC’s SS&C Technologies SSNC Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$8.93K	Buy	+116	New	+$8.93K	﹤0.01%	796

Other funds holding SSNC

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SSNC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in SS&C Technologies (SSNC) in Q3 2026: 116 shares worth $8.93K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings.

338 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

Rothwell Investment Advisors, LLC held 116 shares of SS&C Technologies worth $8.93K as of Q3 2026.
SS&C Technologies was a new Rothwell Investment Advisors, LLC position in Q3 2026.
SS&C Technologies made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #796 holding.
338 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.