Commonwealth Equity Services’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
2026
Q2
$1.19M Buy
19,230
+2,857
+17% +$194K ﹤0.01% 2582
2026
Q1
$1.11M Buy
16,373
+5,510
+51% +$424K ﹤0.01% 2531
2025
Q4
$950K Sell
10,863
-264
-2% -$22.5K ﹤0.01% 2619
2025
Q3
$988K Sell
11,127
-1,192
-10% -$103K ﹤0.01% 2592
2025
Q2
$1.02M Buy
12,319
+4,751
+63% +$373K ﹤0.01% 2543
2025
Q1
$632K Buy
7,568
+56
+0.7% +$4.63K ﹤0.01% 2843
2024
Q4
$569K Buy
7,512
+88
+1% +$6.58K ﹤0.01% 2857
2024
Q3
$551K Sell
7,424
-318
-4% -$22.5K ﹤0.01% 2820
2024
Q2
$485K Sell
7,742
-697
-8% -$43.2K ﹤0.01% 2856
2024
Q1
$543K Buy
8,439
+597
+8% +$37.1K ﹤0.01% 2753
2023
Q4
$479K Buy
7,842
+267
+4% +$14.6K ﹤0.01% 2751
2023
Q3
$398K Sell
7,575
-451
-6% -$25.8K ﹤0.01% 2791
2023
Q2
$486K Sell
8,026
-194
-2% -$11K ﹤0.01% 2651
2023
Q1
$464K Sell
8,220
-1,168
-12% -$67.3K ﹤0.01% 2627
2022
Q4
$488K Buy
9,388
+1,675
+22% +$84.9K ﹤0.01% 2495
2022
Q3
$368K Buy
7,713
+271
+4% +$15.6K ﹤0.01% 2656
2022
Q2
$432K Buy
7,442
+1,452
+24% +$93.4K ﹤0.01% 2517
2022
Q1
$449K Sell
5,990
-861
-13% -$67.3K ﹤0.01% 2608
2021
Q4
$561K Buy
6,851
+1,132
+20% +$87.1K ﹤0.01% 2433
2021
Q3
$396K Sell
5,719
-404
-7% -$29.9K ﹤0.01% 2661
2021
Q2
$441K Buy
6,123
+1,145
+23% +$83.7K ﹤0.01% 2567
2021
Q1
$347K Buy
4,978
+41
+0.8% +$2.77K ﹤0.01% 2640
2020
Q4
$359K Sell
4,937
-1,162
-19% -$77.9K ﹤0.01% 2415
2020
Q3
$369K Sell
6,099
-616
-9% -$36.9K ﹤0.01% 2200
2020
Q2
$379K Sell
6,715
-1,096
-14% -$59.7K ﹤0.01% 2097
2020
Q1
$342K Sell
7,811
-8,150
-51% -$461K ﹤0.01% 1975
2019
Q4
$980K Buy
15,961
+277
+2% +$15.5K ﹤0.01% 1439
2019
Q3
$808K Sell
15,684
-456
-3% -$23.3K ﹤0.01% 1492
2019
Q2
$929K Sell
16,140
-2,222
-12% -$134K ﹤0.01% 1390
2019
Q1
$1.17M Buy
18,362
+7,933
+76% +$441K 0.01% 1202
2018
Q4
$470K Buy
10,429
+5,648
+118% +$274K ﹤0.01% 1690
2018
Q3
$271K Buy
4,781
+367
+8% +$20.4K ﹤0.01% 2259
2018
Q2
$229K Buy
4,414
+683
+18% +$34.6K ﹤0.01% 2353
2018
Q1
$200K Buy
+3,731
New +$185K ﹤0.01% 2408

Other funds holding SSNC

Commonwealth Equity Services's SSNC Position: Q2 2026 in Review

Commonwealth Equity Services increased its SS&C Technologies (SSNC) stake by 17% in Q2 2026, buying an estimated $194K and bringing the position to 19,230 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Commonwealth Equity Services first reported a position in SSNC in Q1 2018 and has held it in 34 quarters since. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Commonwealth Equity Services held 19,230 shares of SS&C Technologies worth $1.19M as of Q2 2026.
  • Commonwealth Equity Services bought 2,857 SS&C Technologies shares in Q2 2026, an estimated $194K.
  • SS&C Technologies made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2582 holding.
  • Commonwealth Equity Services first reported a position in SS&C Technologies in Q1 2018 and has held it in 34 quarters since.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.