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Ashton Thomas Private Wealth’s SS&C Technologies SSNC Stock Holding History

Ashton Thomas Private Wealth’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 		$684K Buy
+11,020
New +$748K 0.01% 674
2024
Q3 		– Sell
-560
Closed -$35.1K – 1678
2024
Q2 		$35.1K Buy
+560
New +$34.7K ﹤0.01% 1014

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

Ashton Thomas Private Wealth's SSNC Position: Q2 2026 in Review

Ashton Thomas Private Wealth opened a new position in SS&C Technologies (SSNC) in Q2 2026: 11,020 shares worth $684K. The stake represents 0.01% of the portfolio and ranks #674 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in SSNC as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in SSNC in Q2 2024 and has held it in 2 quarters since. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Ashton Thomas Private Wealth held 11,020 shares of SS&C Technologies worth $684K as of Q2 2026.
  • SS&C Technologies was a new Ashton Thomas Private Wealth position in Q2 2026.
  • SS&C Technologies made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #674 holding.
  • Ashton Thomas Private Wealth first reported a position in SS&C Technologies in Q2 2024 and has held it in 2 quarters since.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.