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Archford Capital Strategies’s SS&C Technologies SSNC Stock Holding History

Archford Capital Strategies’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 		$655K Sell
10,553
-386
-4% -$26.2K 0.07% 213
2026
Q1 		$739K Sell
10,939
-2,705
-20% -$208K 0.08% 196
2025
Q4 		$1.19M Sell
13,644
-13
-0.1% -$1.11K 0.14% 146
2025
Q3 		$1.21M Sell
13,657
-2,020
-13% -$175K 0.14% 145
2025
Q2 		$1.3M Sell
15,677
-17,956
-53% -$1.41M 0.17% 122
2025
Q1 		$2.81M Buy
33,633
+2,089
+7% +$173K 0.41% 66
2024
Q4 		$2.39M Buy
31,544
+1,025
+3% +$76.7K 0.36% 69
2024
Q3 		$2.31M Buy
30,519
+260
+0.9% +$18.4K 0.35% 72
2024
Q2 		$1.9M Buy
30,259
+6,258
+26% +$388K 0.31% 81
2024
Q1 		$1.54M Buy
24,001
+991
+4% +$61.5K 0.26% 99
2023
Q4 		$1.41M Buy
23,010
+7,912
+52% +$432K 0.26% 99
2023
Q3 		$793K Sell
15,098
-468
-3% -$26.8K 0.16% 141
2023
Q2 		$962K Buy
15,566
+1,384
+10% +$78.7K 0.18% 132
2023
Q1 		$783K Buy
14,182
+1,741
+14% +$100K 0.16% 144
2022
Q4 		$648K Buy
+12,441
New +$631K 0.15% 166
2018
Q3 		– Sell
-64
Closed -$3K – 665
2018
Q2 		$3K Sell
64
-14
-18% -$709 ﹤0.01% 556
2018
Q1 		$3K Buy
+78
New +$3.87K ﹤0.01% 488
2017
Q2 		– Sell
-78
Closed -$3K – 563
2017
Q1 		$3K Hold
78
– – ﹤0.01% 562
2016
Q4 		$2K Hold
78
– – ﹤0.01% 534
2016
Q3 		$2K Sell
78
-78
-50% -$2.47K ﹤0.01% 549
2016
Q2 		$4K Buy
+156
New +$4.68K ﹤0.01% 530
2016
Q1 		– Sell
-156
Closed -$6K – 538
2015
Q4 		$6K Hold
156
– – ﹤0.01% 542
2015
Q3 		$6K Buy
156
+78
+100% +$2.63K ﹤0.01% 424
2015
Q2 		$2K Sell
78
-30
-28% -$920 ﹤0.01% 512
2015
Q1 		$3.36K Hold
108
– – ﹤0.01% 428
2014
Q4 		$3K Hold
108
– – ﹤0.01% 468
2014
Q3 		$2K Hold
108
– – ﹤0.01% 530
2014
Q2 		$2.39K Buy
+108
New +$2.23K ﹤0.01% 648

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 $3.38T AUM 44.17% 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

Archford Capital Strategies's SSNC Position: Q2 2026 in Review

Archford Capital Strategies reduced its SS&C Technologies (SSNC) stake by 3.5% in Q2 2026, selling an estimated $26.2K and leaving 10,553 shares worth $655K. The position accounts for 0.07% of the portfolio, ranked #213.

Archford Capital Strategies first reported a position in SSNC in Q2 2014 and has held it in 28 quarters since. The position peaked at $2.81M in Q1 2025. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Archford Capital Strategies held 10,553 shares of SS&C Technologies worth $655K as of Q2 2026.
  • Archford Capital Strategies sold 386 SS&C Technologies shares in Q2 2026, an estimated $26.2K.
  • SS&C Technologies made up 0.07% of Archford Capital Strategies's portfolio in Q2 2026, its #213 holding.
  • Archford Capital Strategies first reported a position in SS&C Technologies in Q2 2014 and has held it in 28 quarters since.
  • Archford Capital Strategies's SS&C Technologies position peaked at $2.81M in Q1 2025.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.