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

Cassaday & Co 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 		– Sell
-4
Closed -$271 – 1425
2026
Q1 		$271 Buy
+4
New +$308 ﹤0.01% 1236

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

Cassaday & Co Wealth Management's SSNC Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 4 shares — an estimated $271 sold.

Cassaday & Co Wealth Management first reported a position in SSNC in Q1 2026 and held it in 1 quarter. The position peaked at $271 in Q1 2026. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 4 SS&C Technologies shares in Q2 2026, an estimated $271.
  • Cassaday & Co Wealth Management first reported a position in SS&C Technologies in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's SS&C Technologies position peaked at $271 in Q1 2026.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

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