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Community Financial Services Group’s SS&C Technologies SSNC Stock Holding History

Community Financial Services Group’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 		$6.97K Sell
109
-109
-50% -$7.4K ﹤0.01% 411
2026
Q1 		$14.7K Buy
+218
New +$16.8K ﹤0.01% 290

Other funds holding SSNC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Community Financial Services Group's SSNC Position: Q2 2026 in Review

Community Financial Services Group reduced its SS&C Technologies (SSNC) stake by 50% in Q2 2026, selling an estimated $7.4K and leaving 109 shares worth $6.97K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Community Financial Services Group first reported a position in SSNC in Q1 2026 and has held it in 2 quarters since. The position peaked at $14.7K in Q1 2026. 108 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Community Financial Services Group held 109 shares of SS&C Technologies worth $6.97K as of Q2 2026.
  • Community Financial Services Group sold 109 SS&C Technologies shares in Q2 2026, an estimated $7.4K.
  • SS&C Technologies made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #411 holding.
  • Community Financial Services Group first reported a position in SS&C Technologies in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's SS&C Technologies position peaked at $14.7K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.