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 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

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

Concord Wealth Partners's SSNC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in SS&C Technologies (SSNC) in Q2 2026: 50 shares worth $3.1K. The stake represents ﹤0.01% of the portfolio and ranks #716 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SSNC as recently as Q4 2025.

Concord Wealth Partners first reported a position in SSNC in Q1 2022 and has held it in 10 quarters since. The position peaked at $4.44K in Q3 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Concord Wealth Partners held 50 shares of SS&C Technologies worth $3.1K as of Q2 2026.
SS&C Technologies was a new Concord Wealth Partners position in Q2 2026.
SS&C Technologies made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #716 holding.
Concord Wealth Partners first reported a position in SS&C Technologies in Q1 2022 and has held it in 10 quarters since.
Concord Wealth Partners's SS&C Technologies position peaked at $4.44K in Q3 2025.
724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.