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Affinity Investment Advisors’s SS&C Technologies SSNC Stock Holding History

Affinity Investment Advisors’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 		$1.11M Buy
17,809
+6,468
+57% +$439K 0.56% 58
2026
Q1 		$766K Buy
11,341
+1,720
+18% +$132K 0.48% 71
2025
Q4 		$841K Buy
9,621
+610
+7% +$52K 0.56% 64
2025
Q3 		$800K Buy
9,011
+670
+8% +$58K 0.54% 63
2025
Q2 		$691K Sell
8,341
-482
-5% -$37.9K 0.52% 68
2025
Q1 		$737K Buy
8,823
+1,400
+19% +$116K 0.6% 60
2024
Q4 		$563K Sell
7,423
-2,091
-22% -$156K 0.47% 78
2024
Q3 		$706K Hold
9,514
– – 0.48% 75
2024
Q2 		$596K Buy
+9,514
New +$590K 0.45% 79
2022
Q4 		– Sell
-6,049
Closed -$289K – 216
2022
Q3 		$289K Hold
6,049
– – 0.15% 170
2022
Q2 		$351K Buy
+6,049
New +$389K 0.17% 164

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

Affinity Investment Advisors's SSNC Position: Q2 2026 in Review

Affinity Investment Advisors increased its SS&C Technologies (SSNC) stake by 57% in Q2 2026, buying an estimated $439K and bringing the position to 17,809 shares worth $1.11M. The position accounts for 0.56% of the portfolio, ranked #58.

Affinity Investment Advisors first reported a position in SSNC in Q2 2022 and has held it in 11 quarters since. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Affinity Investment Advisors held 17,809 shares of SS&C Technologies worth $1.11M as of Q2 2026.
  • Affinity Investment Advisors bought 6,468 SS&C Technologies shares in Q2 2026, an estimated $439K.
  • SS&C Technologies made up 0.56% of Affinity Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Affinity Investment Advisors first reported a position in SS&C Technologies in Q2 2022 and has held it in 11 quarters since.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Affinity Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.