AWM
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Abound Wealth Management’s SS&C Technologies SSNC Stock Holding History

Abound 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
-27
Closed -$1.82K – 1553
2026
Q1 		$1.82K Hold
27
– – ﹤0.01% 918
2025
Q4 		$2.38K Hold
27
– – ﹤0.01% 820
2025
Q3 		$2.42K Hold
27
– – ﹤0.01% 781
2025
Q2 		$2.24K Hold
27
– – ﹤0.01% 730
2025
Q1 		$2.26K Hold
27
– – ﹤0.01% 680
2024
Q4 		$2.05K Hold
27
– – ﹤0.01% 670
2024
Q3 		$2K Buy
+27
New +$1.91K ﹤0.01% 706
2024
Q2 		– Sell
-6
Closed -$393 – 1297
2024
Q1 		$393 Hold
6
– – ﹤0.01% 1009
2023
Q4 		$372 Hold
6
– – ﹤0.01% 1057
2023
Q3 		$318 Hold
6
– – ﹤0.01% 992
2023
Q2 		$365 Buy
+6
New +$341 ﹤0.01% 971

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 40.91% 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

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

Abound Wealth Management sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 27 shares — an estimated $1.82K sold.

Abound Wealth Management first reported a position in SSNC in Q2 2023 and held it in 11 quarters. The position peaked at $2.42K in Q3 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Abound Wealth Management reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 27 SS&C Technologies shares in Q2 2026, an estimated $1.82K.
  • Abound Wealth Management first reported a position in SS&C Technologies in Q2 2023 and held it in 11 quarters.
  • Abound Wealth Management's SS&C Technologies position peaked at $2.42K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.