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Atwood & Palmer’s SS&C Technologies SSNC Stock Holding History

Atwood & Palmer’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 		$12.8K Hold
207
– – ﹤0.01% 359
2026
Q1 		$14K Hold
207
– – ﹤0.01% 356
2025
Q4 		$18.1K Sell
207
-91
-31% -$7.76K ﹤0.01% 331
2025
Q3 		$26.5K Hold
298
– – ﹤0.01% 308
2025
Q2 		$24.7K Hold
298
– – ﹤0.01% 300
2025
Q1 		$24.9K Buy
298
+166
+126% +$13.7K ﹤0.01% 275
2024
Q4 		$10K Hold
132
– – ﹤0.01% 341
2024
Q3 		$9.8K Buy
+132
New +$9.36K ﹤0.01% 338

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

Atwood & Palmer's SSNC Position: Q2 2026 in Review

Atwood & Palmer held its SS&C Technologies (SSNC) position steady in Q2 2026 at 207 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Atwood & Palmer first reported a position in SSNC in Q3 2024 and has held it in 8 quarters since. The position peaked at $26.5K in Q3 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Atwood & Palmer held 207 shares of SS&C Technologies worth $12.8K as of Q2 2026.
  • Atwood & Palmer left its SS&C Technologies share count unchanged in Q2 2026.
  • SS&C Technologies made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #359 holding.
  • Atwood & Palmer first reported a position in SS&C Technologies in Q3 2024 and has held it in 8 quarters since.
  • Atwood & Palmer's SS&C Technologies position peaked at $26.5K in Q3 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.