Concord Wealth Partners’s SS&C Technologies SSNC Stock Holding History

Concord Wealth Partners’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 Q3	$3.85K	Hold	50	–	–	﹤0.01%	663
2026 Q2	$3.1K	Buy	+50	New	+$3.39K	﹤0.01%	716
2026 Q1	–	Sell	-50	Closed	-$4.37K	–	710
2025 Q4	$4.37K	Hold	50	–	–	﹤0.01%	640
2025 Q3	$4.44K	Hold	50	–	–	﹤0.01%	641
2025 Q2	$4.14K	Hold	50	–	–	﹤0.01%	653
2025 Q1	$4.18K	Hold	50	–	–	﹤0.01%	607
2024 Q4	$3.79K	Hold	50	–	–	﹤0.01%	644
2024 Q3	$3.71K	Hold	50	–	–	﹤0.01%	676
2024 Q2	$3.13K	Hold	50	–	–	﹤0.01%	626
2024 Q1	$3.22K	Buy	+50	New	+$3.1K	﹤0.01%	706
2022 Q2	–	Sell	-15	Closed	-$1K	–	1361
2022 Q1	$1K	Buy	+15	New	+$1.17K	﹤0.01%	1248

Other funds holding SSNC

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Concord Wealth Partners's SSNC Position: Q3 2026 in Review

Concord Wealth Partners held its SS&C Technologies (SSNC) position steady in Q3 2026 at 50 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Concord Wealth Partners first reported a position in SSNC in Q1 2022 and has held it in 11 quarters since. The position peaked at $4.44K in Q3 2025. 367 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

Concord Wealth Partners held 50 shares of SS&C Technologies worth $3.85K as of Q3 2026.
Concord Wealth Partners left its SS&C Technologies share count unchanged in Q3 2026.
SS&C Technologies made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #663 holding.
Concord Wealth Partners first reported a position in SS&C Technologies in Q1 2022 and has held it in 11 quarters since.
Concord Wealth Partners's SS&C Technologies position peaked at $4.44K in Q3 2025.
367 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.