Ashton Thomas Private Wealth
SSNC icon

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
Q3 		$933K Buy
12,106
+1,086
+10% +$83.6K 0.02% 591
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.44B AUM 34.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ashton Thomas Private Wealth's SSNC Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its SS&C Technologies (SSNC) stake by 9.9% in Q3 2026, buying an estimated $83.6K and bringing the position to 12,106 shares worth $933K. The position accounts for 0.02% of the portfolio, ranked #591.

Ashton Thomas Private Wealth first reported a position in SSNC in Q2 2024 and has held it in 3 quarters since. 546 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • Ashton Thomas Private Wealth held 12,106 shares of SS&C Technologies worth $933K as of Q3 2026.
  • Ashton Thomas Private Wealth bought 1,086 SS&C Technologies shares in Q3 2026, an estimated $83.6K.
  • SS&C Technologies made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #591 holding.
  • Ashton Thomas Private Wealth first reported a position in SS&C Technologies in Q2 2024 and has held it in 3 quarters since.
  • 546 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.