Avantax Advisory Services’s SS&C Technologies SSNC Stock Holding History

Avantax Advisory Services’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	$647K	Sell	7,808 -132	-2%	-$10.4K	﹤0.01%	1433
2025 Q1	$663K	Buy	7,940 +2,206	+38%	+$183K	﹤0.01%	1333
2024 Q4	$435K	Sell	5,734 -791	-12%	-$59.2K	﹤0.01%	1538
2024 Q3	$484K	Buy	6,525 +1,357	+26%	+$96.2K	﹤0.01%	1427
2024 Q2	$324K	Buy	+5,168	New	+$321K	﹤0.01%	1643
2019 Q2	–	Sell	-8,181	Closed	-$521K	–	543
2019 Q1	$521K	Buy	+8,181	New	+$455K	0.03%	272

Other funds holding SSNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Avantax Advisory Services's SSNC Position: Q2 2025 in Review

Avantax Advisory Services reduced its SS&C Technologies (SSNC) stake by 1.7% in Q2 2025, selling an estimated $10.4K and leaving 7,808 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Avantax Advisory Services first reported a position in SSNC in Q1 2019 and has held it in 6 quarters since. The position peaked at $663K in Q1 2025. 693 funds tracked by Wall St. Rank hold SSNC as of Q2 2025.

Avantax Advisory Services held 7,808 shares of SS&C Technologies worth $647K as of Q2 2025.
Avantax Advisory Services sold 132 SS&C Technologies shares in Q2 2025, an estimated $10.4K.
SS&C Technologies made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1433 holding.
Avantax Advisory Services first reported a position in SS&C Technologies in Q1 2019 and has held it in 6 quarters since.
Avantax Advisory Services's SS&C Technologies position peaked at $663K in Q1 2025.
693 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.