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Coppell Advisory Solutions’s SS&C Technologies SSNC Stock Holding History

Coppell Advisory Solutions’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 		$2.21M Buy
+55,999
New +$3.8M 0.18% 104
2026
Q1 		– Sell
-39,462
Closed -$3.49M – 314
2025
Q4 		$3.49M Buy
39,462
+6,178
+19% +$527K 0.34% 56
2025
Q3 		$2.93M Buy
33,284
+5,944
+22% +$514K 0.31% 65
2025
Q2 		$2.24M Buy
27,340
+10,798
+65% +$849K 0.27% 72
2025
Q1 		$1.24M Buy
16,542
+15,016
+984% +$1.24M 0.17% 132
2024
Q4 		$115K Buy
1,526
+1,078
+241% +$80.6K 0.02% 394
2024
Q3 		$33.1K Buy
+448
New +$31.8K ﹤0.01% 688

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Coppell Advisory Solutions's SSNC Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in SS&C Technologies (SSNC) in Q2 2026: 55,999 shares worth $2.21M. The stake represents 0.18% of the portfolio and ranks #104 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SSNC as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SSNC in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.49M in Q4 2025. 722 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Coppell Advisory Solutions held 55,999 shares of SS&C Technologies worth $2.21M as of Q2 2026.
  • SS&C Technologies was a new Coppell Advisory Solutions position in Q2 2026.
  • SS&C Technologies made up 0.18% of Coppell Advisory Solutions's portfolio in Q2 2026, its #104 holding.
  • Coppell Advisory Solutions first reported a position in SS&C Technologies in Q3 2024 and has held it in 7 quarters since.
  • Coppell Advisory Solutions's SS&C Technologies position peaked at $3.49M in Q4 2025.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.