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Cary Street Partners Investment Advisory’s SS&C Technologies SSNC Stock Holding History

Cary Street Partners Investment Advisory’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 		– Sell
-2,849
Closed -$193K – 783
2026
Q1 		$193K Sell
2,849
-635
-18% -$48.8K 0.05% 356
2025
Q4 		$305K Buy
3,484
+559
+19% +$47.7K 0.08% 242
2025
Q3 		$260K Buy
2,925
+1,176
+67% +$102K 0.11% 210
2025
Q2 		$145K Sell
1,749
-177
-9% -$13.9K 0.07% 281
2025
Q1 		$161K Buy
1,926
+423
+28% +$35K 0.09% 246
2024
Q4 		$114K Sell
1,503
-4,006
-73% -$300K 0.07% 251
2024
Q3 		$409K Buy
5,509
+162
+3% +$11.5K 0.02% 538
2024
Q2 		$335K Buy
+5,347
New +$332K 0.01% 563
2023
Q4 		– Sell
-1,011
Closed -$53.1K – 1662
2023
Q3 		$53.1K Buy
+1,011
New +$57.8K ﹤0.01% 860

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Cary Street Partners Investment Advisory's SSNC Position: Q2 2026 in Review

Cary Street Partners Investment Advisory sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 2,849 shares — an estimated $193K sold.

Cary Street Partners Investment Advisory first reported a position in SSNC in Q3 2023 and held it in 9 quarters. The position peaked at $409K in Q3 2024. 402 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Cary Street Partners Investment Advisory reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 2,849 SS&C Technologies shares in Q2 2026, an estimated $193K.
  • Cary Street Partners Investment Advisory first reported a position in SS&C Technologies in Q3 2023 and held it in 9 quarters.
  • Cary Street Partners Investment Advisory's SS&C Technologies position peaked at $409K in Q3 2024.
  • 402 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.