CM Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

CM Wealth Advisors’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 Q1	–	Sell	-2,746	Closed	-$240K	–	151
2025 Q4	$240K	Buy	+2,746	New	+$234K	0.05%	129
2024 Q2	–	Sell	-4,012	Closed	-$252K	–	165
2024 Q1	$252K	Buy	+4,012	New	+$249K	0.07%	151
2023 Q3	–	Sell	-4,012	Closed	-$230K	–	159
2023 Q2	$230K	Sell	4,012 -15,630	-80%	-$889K	0.08%	144
2023 Q1	$1.08M	Buy	+19,642	New	+$1.13M	0.21%	139

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CM Wealth Advisors's SSNC Position: Q1 2026 in Review

CM Wealth Advisors sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 2,746 shares — an estimated $240K sold.

CM Wealth Advisors first reported a position in SSNC in Q1 2023 and held it in 4 quarters. The position peaked at $1.08M in Q1 2023. 720 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

CM Wealth Advisors reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
CM Wealth Advisors sold 2,746 SS&C Technologies shares in Q1 2026, an estimated $240K.
CM Wealth Advisors first reported a position in SS&C Technologies in Q1 2023 and held it in 4 quarters.
CM Wealth Advisors's SS&C Technologies position peaked at $1.08M in Q1 2023.
720 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.