Action Point Financial Planning’s SS&C Technologies SSNC Stock Holding History

Action Point Financial Planning’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	$7.38K	Buy	+120	New	+$8.14K	﹤0.01%	1612

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Action Point Financial Planning's SSNC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in SS&C Technologies (SSNC) in Q2 2026: 120 shares worth $7.38K. The stake represents ﹤0.01% of the portfolio and ranks #1612 among its holdings.

720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Action Point Financial Planning held 120 shares of SS&C Technologies worth $7.38K as of Q2 2026.
SS&C Technologies was a new Action Point Financial Planning position in Q2 2026.
SS&C Technologies made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1612 holding.
720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.