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Atria Wealth Solutions’s SS&C Technologies SSNC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$277K Sell
3,349
-2,974
-47% -$234K 0.01% 1198
2025
Q1 		$528K Buy
6,323
+3,678
+139% +$304K 0.01% 1171
2024
Q4 		$200K Buy
+2,645
New +$198K ﹤0.01% 1834

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Atria Wealth Solutions's SSNC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its SS&C Technologies (SSNC) stake by 47% in Q2 2025, selling an estimated $234K and leaving 3,349 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #1198.

Atria Wealth Solutions first reported a position in SSNC in Q4 2024 and has held it in 3 quarters since. The position peaked at $528K in Q1 2025. 692 funds tracked by Wall St. Rank hold SSNC as of Q2 2025.

  • Atria Wealth Solutions held 3,349 shares of SS&C Technologies worth $277K as of Q2 2025.
  • Atria Wealth Solutions sold 2,974 SS&C Technologies shares in Q2 2025, an estimated $234K.
  • SS&C Technologies made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1198 holding.
  • Atria Wealth Solutions first reported a position in SS&C Technologies in Q4 2024 and has held it in 3 quarters since.
  • Atria Wealth Solutions's SS&C Technologies position peaked at $528K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.