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Cornerstone Financial Management’s SS&C Technologies SSNC Stock Holding History

Cornerstone Financial Management’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 		$1.12K Sell
18
-7
-28% -$475 ﹤0.01% 1051
2026
Q1 		$1.69K Buy
25
+8
+47% +$615 ﹤0.01% 795
2025
Q4 		$1.49K Buy
+17
New +$1.45K ﹤0.01% 786

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 $3.38T AUM 44.17% 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

Cornerstone Financial Management's SSNC Position: Q2 2026 in Review

Cornerstone Financial Management reduced its SS&C Technologies (SSNC) stake by 28% in Q2 2026, selling an estimated $475 and leaving 18 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Cornerstone Financial Management first reported a position in SSNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.69K in Q1 2026. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Cornerstone Financial Management held 18 shares of SS&C Technologies worth $1.12K as of Q2 2026.
  • Cornerstone Financial Management sold 7 SS&C Technologies shares in Q2 2026, an estimated $475.
  • SS&C Technologies made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1051 holding.
  • Cornerstone Financial Management first reported a position in SS&C Technologies in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's SS&C Technologies position peaked at $1.69K in Q1 2026.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.