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Benson Wealth Management’s SS&C Technologies SSNC Stock Holding History

Benson Wealth Management’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 		$4.72K Hold
76
– – ﹤0.01% 231
2026
Q1 		$5.13K Hold
76
– – 0.01% 207
2025
Q4 		$6.64K Buy
+76
New +$6.48K 0.01% 182

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

Benson Wealth Management's SSNC Position: Q2 2026 in Review

Benson Wealth Management held its SS&C Technologies (SSNC) position steady in Q2 2026 at 76 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Benson Wealth Management first reported a position in SSNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.64K in Q4 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Benson Wealth Management held 76 shares of SS&C Technologies worth $4.72K as of Q2 2026.
  • Benson Wealth Management left its SS&C Technologies share count unchanged in Q2 2026.
  • SS&C Technologies made up ﹤0.01% of Benson Wealth Management's portfolio in Q2 2026, its #231 holding.
  • Benson Wealth Management first reported a position in SS&C Technologies in Q4 2025 and has held it in 3 quarters since.
  • Benson Wealth Management's SS&C Technologies position peaked at $6.64K in Q4 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.