Arkadios Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

Arkadios Wealth 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	$1.82M	Buy	29,404 +3,426	+13%	+$232K	0.03%	567
2026 Q1	$1.76M	Buy	25,978 +11,548	+80%	+$888K	0.03%	563
2025 Q4	$1.26M	Buy	14,430 +361	+3%	+$30.8K	0.02%	607
2025 Q3	$1.25M	Buy	14,069 +1,088	+8%	+$94.2K	0.03%	552
2025 Q2	$1.07M	Buy	12,981 +9,370	+259%	+$737K	0.03%	543
2025 Q1	$302K	Buy	3,611 +768	+27%	+$63.6K	0.01%	904
2024 Q4	$215K	Buy	+2,843	New	+$213K	0.01%	839
2021 Q4	–	Sell	-94	Closed	-$6K	–	1624
2021 Q3	$6K	Hold	94	–	–	﹤0.01%	1566
2021 Q2	$6K	Buy	94 +4	+4%	+$293	﹤0.01%	1690
2021 Q1	$6K	Sell	90 -39	-30%	-$2.63K	﹤0.01%	1331
2020 Q4	$9K	Hold	129	–	–	﹤0.01%	1001
2020 Q3	$8.32K	Hold	129	–	–	﹤0.01%	780
2020 Q2	$7.25K	Hold	129	–	–	﹤0.01%	727
2020 Q1	$5.65K	Sell	129 -38	-23%	-$2.15K	﹤0.01%	762
2019 Q4	$11K	Buy	+167	New	+$9.36K	0.01%	571

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

Arkadios Wealth Advisors's SSNC Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its SS&C Technologies (SSNC) stake by 13% in Q2 2026, buying an estimated $232K and bringing the position to 29,404 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #567.

Arkadios Wealth Advisors first reported a position in SSNC in Q4 2019 and has held it in 15 quarters since. 722 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Arkadios Wealth Advisors held 29,404 shares of SS&C Technologies worth $1.82M as of Q2 2026.
Arkadios Wealth Advisors bought 3,426 SS&C Technologies shares in Q2 2026, an estimated $232K.
SS&C Technologies made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #567 holding.
Arkadios Wealth Advisors first reported a position in SS&C Technologies in Q4 2019 and has held it in 15 quarters since.
722 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.