Continuum Advisory’s SS&C Technologies SSNC Stock Holding History

Continuum Advisory’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
2025 Q2	–	Sell	-32	Closed	-$2.67K	–	1414
2025 Q1	$2.67K	Sell	32 -41	-56%	-$3.39K	﹤0.01%	1256
2024 Q4	$5.53K	Hold	73	–	–	﹤0.01%	1114
2024 Q3	$5.42K	Buy	73 +30	+70%	+$2.13K	﹤0.01%	1133
2024 Q2	$2.69K	Hold	43	–	–	﹤0.01%	1224
2024 Q1	$2.73K	Buy	+43	New	+$2.67K	﹤0.01%	1214

Other funds holding SSNC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Continuum Advisory's SSNC Position: Q2 2025 in Review

Continuum Advisory sold out of SS&C Technologies (SSNC) in Q2 2025, closing a stake of 32 shares — an estimated $2.67K sold.

Continuum Advisory first reported a position in SSNC in Q1 2024 and held it in 5 quarters. The position peaked at $5.53K in Q4 2024. 692 funds tracked by Wall St. Rank hold SSNC as of Q2 2025.

Continuum Advisory reported no remaining SS&C Technologies position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 32 SS&C Technologies shares in Q2 2025, an estimated $2.67K.
Continuum Advisory first reported a position in SS&C Technologies in Q1 2024 and held it in 5 quarters.
Continuum Advisory's SS&C Technologies position peaked at $5.53K in Q4 2024.
692 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.