Cetera Investment Advisers
SSNC icon

Cetera Investment Advisers’s SS&C Technologies SSNC Stock Holding History

Cetera Investment Advisers’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 		$1.97M Buy
31,735
+4,511
+17% +$306K ﹤0.01% 2399
2026
Q1 		$1.84M Sell
27,224
-2,300
-8% -$177K ﹤0.01% 2351
2025
Q4 		$2.58M Sell
29,524
-2,459
-8% -$210K ﹤0.01% 1999
2025
Q3 		$2.84M Buy
31,983
+2,932
+10% +$254K ﹤0.01% 1872
2025
Q2 		$2.41M Sell
29,051
-3,102
-10% -$244K ﹤0.01% 1708
2025
Q1 		$2.69M Buy
32,153
+9,354
+41% +$774K 0.01% 1543
2024
Q4 		$1.73M Buy
22,799
+9,314
+69% +$697K ﹤0.01% 1759
2024
Q3 		$1M Sell
13,485
-2,605
-16% -$185K ﹤0.01% 2122
2024
Q2 		$1.01M Sell
16,090
-468
-3% -$29K ﹤0.01% 2076
2024
Q1 		$1.07M Buy
16,558
+8,998
+119% +$559K ﹤0.01% 2024
2023
Q4 		$462K Sell
7,560
-89
-1% -$4.86K ﹤0.01% 1524
2023
Q3 		$402K Sell
7,649
-587
-7% -$33.6K ﹤0.01% 1547
2023
Q2 		$499K Buy
8,236
+89
+1% +$5.06K ﹤0.01% 1449
2023
Q1 		$460K Sell
8,147
-1,243
-13% -$71.7K ﹤0.01% 1474
2022
Q4 		$489K Buy
9,390
+2,267
+32% +$115K ﹤0.01% 1388
2022
Q3 		$340K Sell
7,123
-633
-8% -$36.5K 0.01% 1199
2022
Q2 		$450K Buy
7,756
+163
+2% +$10.5K 0.01% 1167
2022
Q1 		$570K Buy
7,593
+455
+6% +$35.6K 0.01% 1082
2021
Q4 		$585K Sell
7,138
-3
-0% -$231 0.01% 1093
2021
Q3 		$496K Sell
7,141
-1,065
-13% -$78.9K 0.01% 1149
2021
Q2 		$591K Buy
8,206
+1,983
+32% +$145K 0.01% 1031
2021
Q1 		$435K Sell
6,223
-4,997
-45% -$338K 0.01% 1058
2020
Q4 		$816K Buy
+11,220
New +$752K 0.02% 753

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 $3.38T AUM 44.17% 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 40.89% 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

Cetera Investment Advisers's SSNC Position: Q2 2026 in Review

Cetera Investment Advisers increased its SS&C Technologies (SSNC) stake by 17% in Q2 2026, buying an estimated $306K and bringing the position to 31,735 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

Cetera Investment Advisers first reported a position in SSNC in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.84M in Q3 2025. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Cetera Investment Advisers held 31,735 shares of SS&C Technologies worth $1.97M as of Q2 2026.
  • Cetera Investment Advisers bought 4,511 SS&C Technologies shares in Q2 2026, an estimated $306K.
  • SS&C Technologies made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2399 holding.
  • Cetera Investment Advisers first reported a position in SS&C Technologies in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's SS&C Technologies position peaked at $2.84M in Q3 2025.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.