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CoreCap Advisors’s SS&C Technologies SSNC Stock Holding History

CoreCap Advisors’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 		$25.1K Buy
326
+6
+2% +$462 ﹤0.01% 1705
2026
Q2 		$19.9K Buy
320
+298
+1,355% +$20.2K ﹤0.01% 1797
2026
Q1 		$1.49K Hold
22
– – ﹤0.01% 2469
2025
Q4 		$1.92K Buy
22
+13
+144% +$1.11K ﹤0.01% 2485
2025
Q3 		$799 Hold
9
– – ﹤0.01% 2512
2025
Q2 		$745 Sell
9
-74
-89% -$5.82K ﹤0.01% 2460
2025
Q1 		$6.93K Buy
83
+3
+4% +$248 ﹤0.01% 1974
2024
Q4 		$6.06K Hold
80
– – ﹤0.01% 1932
2024
Q3 		$5.94K Buy
80
+66
+471% +$4.68K ﹤0.01% 1933
2024
Q2 		$877 Buy
+14
New +$869 ﹤0.01% 1402

Other funds holding SSNC

KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CoreCap Advisors's SSNC Position: Q3 2026 in Review

CoreCap Advisors increased its SS&C Technologies (SSNC) stake by 1.9% in Q3 2026, buying an estimated $462 and bringing the position to 326 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

CoreCap Advisors first reported a position in SSNC in Q2 2024 and has held it in 10 quarters since. 18 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • CoreCap Advisors held 326 shares of SS&C Technologies worth $25.1K as of Q3 2026.
  • CoreCap Advisors bought 6 SS&C Technologies shares in Q3 2026, an estimated $462.
  • SS&C Technologies made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1705 holding.
  • CoreCap Advisors first reported a position in SS&C Technologies in Q2 2024 and has held it in 10 quarters since.
  • 18 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.