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
Q2 		$1.52M Buy
24,434
+11,987
+96% +$813K ﹤0.01% 1558
2026
Q1 		$652K Buy
12,447
+1,862
+18% +$143K ﹤0.01% 1886
2025
Q4 		$925K Buy
10,585
+718
+7% +$61.2K ﹤0.01% 1547
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 $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 40.89% 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

Corient Private Wealth's SSNC Position: Q2 2026 in Review

Corient Private Wealth increased its SS&C Technologies (SSNC) stake by 96% in Q2 2026, buying an estimated $813K and bringing the position to 24,434 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Corient Private Wealth first reported a position in SSNC in Q4 2022 and has held it in 15 quarters since. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Corient Private Wealth held 24,434 shares of SS&C Technologies worth $1.52M as of Q2 2026.
  • Corient Private Wealth bought 11,987 SS&C Technologies shares in Q2 2026, an estimated $813K.
  • SS&C Technologies made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1558 holding.
  • Corient Private Wealth first reported a position in SS&C Technologies in Q4 2022 and has held it in 15 quarters since.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.