Corient Private Wealth
SSNC icon

Corient Private Wealth’s SS&C Technologies SSNC Stock Holding History

Corient Private Wealth’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
Q1 		$652K Sell
12,447
-8,100
-39% -$623K ﹤0.01% 1886
2025
Q4 		$1.8M Buy
20,547
+10,680
+108% +$911K ﹤0.01% 1579
2025
Q3 		$876K Buy
9,867
+1,449
+17% +$125K ﹤0.01% 1492
2025
Q2 		$697K Sell
8,418
-1,054
-11% -$82.9K ﹤0.01% 1528
2025
Q1 		$791K Sell
9,472
-751
-7% -$62.2K ﹤0.01% 1381
2024
Q4 		$775K Sell
10,223
-5,017
-33% -$375K ﹤0.01% 1426
2024
Q3 		$1.13M Buy
15,240
+6,466
+74% +$458K ﹤0.01% 1349
2024
Q2 		$550K Buy
8,774
+1,291
+17% +$80.1K ﹤0.01% 1589
2024
Q1 		$482K Sell
7,483
-180
-2% -$11.2K ﹤0.01% 1646
2023
Q4 		$468K Sell
7,663
-818
-10% -$44.7K ﹤0.01% 1644
2023
Q3 		$446K Sell
8,481
-585
-6% -$33.4K ﹤0.01% 1557
2023
Q2 		$549K Sell
9,066
-4,544
-33% -$258K ﹤0.01% 1409
2023
Q1 		$769K Buy
13,610
+3,379
+33% +$195K ﹤0.01% 1194
2022
Q4 		$533K Buy
+10,231
New +$519K ﹤0.01% 1121

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Corient Private Wealth's SSNC Position: Q1 2026 in Review

Corient Private Wealth reduced its SS&C Technologies (SSNC) stake by 39% in Q1 2026, selling an estimated $623K and leaving 12,447 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Corient Private Wealth first reported a position in SSNC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.8M in Q4 2025. 717 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Corient Private Wealth held 12,447 shares of SS&C Technologies worth $652K as of Q1 2026.
  • Corient Private Wealth sold 8,100 SS&C Technologies shares in Q1 2026, an estimated $623K.
  • SS&C Technologies made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1886 holding.
  • Corient Private Wealth first reported a position in SS&C Technologies in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's SS&C Technologies position peaked at $1.8M in Q4 2025.
  • 717 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.