CIBC Private Wealth Group’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $334K | Buy |
3,815
+211
| +6% | +$18K | ﹤0.01% | 997 |
|
|
2025
Q3 | $320K | Buy |
3,604
+391
| +12% | +$33.8K | ﹤0.01% | 996 |
|
|
2025
Q2 | $266K | Sell |
3,213
-635
| -17% | -$49.9K | ﹤0.01% | 1014 |
|
|
2025
Q1 | $277K | Sell |
3,848
-1,909
| -33% | -$158K | ﹤0.01% | 977 |
|
|
2024
Q4 | $438K | Sell |
5,757
-35
| -0.6% | -$2.62K | ﹤0.01% | 904 |
|
|
2024
Q3 | $430K | Buy |
5,792
+1,269
| +28% | +$90K | ﹤0.01% | 917 |
|
|
2024
Q2 | $280K | Buy |
4,523
+630
| +16% | +$39.1K | ﹤0.01% | 976 |
|
|
2024
Q1 | $247K | Sell |
3,893
-472
| -11% | -$29.3K | ﹤0.01% | 1035 |
|
|
2023
Q4 | $267K | Sell |
4,365
-41
| -0.9% | -$2.24K | ﹤0.01% | 977 |
|
|
2023
Q3 | $231K | Sell |
4,406
-334
| -7% | -$19.1K | ﹤0.01% | 960 |
|
|
2023
Q2 | $287K | Buy |
4,740
+242
| +5% | +$13.8K | ﹤0.01% | 780 |
|
|
2023
Q1 | $254K | Buy |
+4,498
| New | +$259K | ﹤0.01% | 805 |
|
|
2022
Q3 | – | Sell |
-552
| Closed | -$32K | – | 1165 |
|
|
2022
Q2 | $32K | Sell |
552
-5,028
| -90% | -$323K | ﹤0.01% | 987 |
|
|
2022
Q1 | $419K | Buy |
5,580
+2,316
| +71% | +$181K | ﹤0.01% | 789 |
|
|
2021
Q4 | $268K | Buy |
3,264
+336
| +11% | +$25.9K | ﹤0.01% | 906 |
|
|
2021
Q3 | $203K | Sell |
2,928
-525
| -15% | -$38.9K | ﹤0.01% | 898 |
|
|
2021
Q2 | $249K | Sell |
3,453
-1,212
| -26% | -$88.6K | ﹤0.01% | 946 |
|
|
2021
Q1 | $326K | Sell |
4,665
-2,146
| -32% | -$145K | ﹤0.01% | 890 |
|
|
2020
Q4 | $496K | Buy |
6,811
+1,231
| +22% | +$82.5K | ﹤0.01% | 779 |
|
|
2020
Q3 | $338K | Sell |
5,580
-14,682
| -72% | -$878K | ﹤0.01% | 758 |
|
|
2020
Q2 | $1.15M | Sell |
20,262
-7,782
| -28% | -$424K | 0.01% | 444 |
|
|
2020
Q1 | $1.23M | Sell |
28,044
-597
| -2% | -$33.8K | 0.01% | 485 |
|
|
2019
Q4 | $1.76M | Sell |
28,641
-1,309
| -4% | -$73.4K | 0.01% | 489 |
|
|
2019
Q3 | $1.54M | Sell |
29,950
-780,269
| -96% | -$39.9M | 0.01% | 499 |
|
|
2019
Q2 | $46.7M | Sell |
810,219
-896,446
| -53% | -$54M | 0.16% | 134 |
|
|
2019
Q1 | $109M | Buy |
1,706,665
+242,951
| +17% | +$13.5M | 0.42% | 77 |
|
|
2018
Q4 | $66M | Sell |
1,463,714
-9,701
| -0.7% | -$471K | 0.29% | 98 |
|
|
2018
Q3 | $83.7M | Sell |
1,473,415
-6,137
| -0.4% | -$341K | 0.32% | 95 |
|
|
2018
Q2 | $76.8M | Buy |
1,479,552
+97,535
| +7% | +$4.94M | 0.31% | 97 |
|
|
2018
Q1 | $74.1M | Sell |
1,382,017
-2,517
| -0.2% | -$125K | 0.32% | 99 |
|
|
2017
Q4 | $56M | Buy |
1,384,534
+4,423
| +0.3% | +$180K | 0.24% | 119 |
|
|
2017
Q3 | $55.4M | Buy |
+1,380,111
| New | +$53.3M | 0.25% | 113 |
|
Other funds holding SSNC
CCM
CIBC Private Wealth Group's SSNC Position: Q4 2025 in Review
CIBC Private Wealth Group increased its SS&C Technologies (SSNC) stake by 5.9% in Q4 2025, buying an estimated $18K and bringing the position to 3,815 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #997.
CIBC Private Wealth Group first reported a position in SSNC in Q3 2017 and has held it in 32 quarters since. The position peaked at $109M in Q1 2019. 757 funds tracked by Wall St. Rank hold SSNC as of Q4 2025.
- CIBC Private Wealth Group held 3,815 shares of SS&C Technologies worth $334K as of Q4 2025.
- CIBC Private Wealth Group bought 211 SS&C Technologies shares in Q4 2025, an estimated $18K.
- SS&C Technologies made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #997 holding.
- CIBC Private Wealth Group first reported a position in SS&C Technologies in Q3 2017 and has held it in 32 quarters since.
- CIBC Private Wealth Group's SS&C Technologies position peaked at $109M in Q1 2019.
- 757 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.