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Avion Wealth’s SS&C Technologies SSNC Stock Holding History

Avion 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 		$2K Buy
46
+6
+15% +$407 ﹤0.01% 1128
2026
Q1 		$2K Buy
40
+17
+74% +$1.31K ﹤0.01% 918
2025
Q4 		$2K Sell
23
-12
-34% -$1.02K ﹤0.01% 925
2025
Q3 		$3K Buy
35
+12
+52% +$1.04K ﹤0.01% 793
2025
Q2 		$1K Sell
23
-3
-12% -$236 ﹤0.01% 1068
2025
Q1 		$1K Hold
26
– – ﹤0.01% 928
2024
Q4 		$1K Buy
26
+7
+37% +$524 ﹤0.01% 926
2024
Q3 		$1K Hold
19
– – ﹤0.01% 907
2024
Q2 		$1K Hold
19
– – ﹤0.01% 815
2024
Q1 		$2K Hold
19
– – ﹤0.01% 769
2023
Q4 		$1K Sell
19
-65
-77% -$3.55K ﹤0.01% 966
2023
Q3 		$4K Buy
84
+42
+100% +$2.4K ﹤0.01% 403
2023
Q2 		$2K Buy
42
+18
+75% +$1.02K ﹤0.01% 501
2023
Q1 		$1K Buy
+24
New +$1.38K ﹤0.01% 485

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 40.91% 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

Avion Wealth's SSNC Position: Q2 2026 in Review

Avion Wealth increased its SS&C Technologies (SSNC) stake by 15% in Q2 2026, buying an estimated $407 and bringing the position to 46 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Avion Wealth first reported a position in SSNC in Q1 2023 and has held it in 14 quarters since. The position peaked at $4K in Q3 2023. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Avion Wealth held 46 shares of SS&C Technologies worth $2K as of Q2 2026.
  • Avion Wealth bought 6 SS&C Technologies shares in Q2 2026, an estimated $407.
  • SS&C Technologies made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1128 holding.
  • Avion Wealth first reported a position in SS&C Technologies in Q1 2023 and has held it in 14 quarters since.
  • Avion Wealth's SS&C Technologies position peaked at $4K in Q3 2023.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.