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Advisornet Financial’s SS&C Technologies SSNC Stock Holding History

Advisornet Financial’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 		$1.05K Sell
17
-17
-50% -$1.15K ﹤0.01% 2013
2026
Q1 		$2.3K Sell
34
-20
-37% -$1.54K ﹤0.01% 1895
2025
Q4 		$4.72K Hold
54
– – ﹤0.01% 1738
2025
Q3 		$4.79K Hold
54
– – ﹤0.01% 1705
2025
Q2 		$4.47K Sell
54
-2
-4% -$157 ﹤0.01% 1695
2025
Q1 		$4.68K Sell
56
-1
-2% -$83 ﹤0.01% 1619
2024
Q4 		$4.32K Buy
57
+20
+54% +$1.5K ﹤0.01% 1494
2024
Q3 		$2.75K Buy
37
+22
+147% +$1.56K ﹤0.01% 1698
2024
Q2 		$940 Buy
15
+5
+50% +$310 ﹤0.01% 1832
2024
Q1 		$644 Sell
10
-41
-80% -$2.55K ﹤0.01% 1856
2023
Q4 		$3.12K Buy
51
+4
+9% +$219 ﹤0.01% 1602
2023
Q3 		$2.47K Sell
47
-137
-74% -$7.83K ﹤0.01% 1583
2023
Q2 		$11.2K Buy
184
+1
+0.5% +$57 ﹤0.01% 1294
2023
Q1 		$10.3K Buy
183
+7
+4% +$404 ﹤0.01% 1294
2022
Q4 		$9.16K Buy
+176
New +$8.92K ﹤0.01% 1320
2022
Q3 		– Sell
-70
Closed -$4K – 2032
2022
Q2 		$4K Buy
+70
New +$4.5K ﹤0.01% 1578
2020
Q2 		– Sell
-112
Closed -$5K – 1915
2020
Q1 		$5K Hold
112
– – ﹤0.01% 1448
2019
Q4 		$7K Hold
112
– – ﹤0.01% 1478
2019
Q3 		$6K Buy
+112
New +$5.72K ﹤0.01% 1516

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

Advisornet Financial's SSNC Position: Q2 2026 in Review

Advisornet Financial reduced its SS&C Technologies (SSNC) stake by 50% in Q2 2026, selling an estimated $1.15K and leaving 17 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Advisornet Financial first reported a position in SSNC in Q3 2019 and has held it in 19 quarters since. The position peaked at $11.2K in Q2 2023. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Advisornet Financial held 17 shares of SS&C Technologies worth $1.05K as of Q2 2026.
  • Advisornet Financial sold 17 SS&C Technologies shares in Q2 2026, an estimated $1.15K.
  • SS&C Technologies made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2013 holding.
  • Advisornet Financial first reported a position in SS&C Technologies in Q3 2019 and has held it in 19 quarters since.
  • Advisornet Financial's SS&C Technologies position peaked at $11.2K in Q2 2023.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.