Cornerstone Planning Group’s SS&C Technologies SSNC Stock Holding History

Cornerstone Planning Group’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	$2.28K	Sell	34 -8	-19%	-$543	﹤0.01%	1289
2026 Q1	$2.84K	Buy	42 +2	+5%	+$154	﹤0.01%	1221
2025 Q4	$3.39K	Sell	40 -398	-91%	-$33.9K	﹤0.01%	1075
2025 Q3	$10.1K	Buy	438 +416	+1,891%	+$36K	﹤0.01%	781
2025 Q2	$1.89K	Buy	22 +5	+29%	+$393	﹤0.01%	965
2025 Q1	$1.3K	Buy	17 +4	+31%	+$331	﹤0.01%	1078
2024 Q4	$1.04K	Buy	+13	New	+$973	﹤0.01%	944

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Cornerstone Planning Group's SSNC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its SS&C Technologies (SSNC) stake by 19% in Q2 2026, selling an estimated $543 and leaving 34 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Cornerstone Planning Group first reported a position in SSNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1K in Q3 2025. 375 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Cornerstone Planning Group held 34 shares of SS&C Technologies worth $2.28K as of Q2 2026.
Cornerstone Planning Group sold 8 SS&C Technologies shares in Q2 2026, an estimated $543.
SS&C Technologies made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1289 holding.
Cornerstone Planning Group first reported a position in SS&C Technologies in Q4 2024 and has held it in 7 quarters since.
Cornerstone Planning Group's SS&C Technologies position peaked at $10.1K in Q3 2025.
375 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.