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CVA Family Office’s SS&C Technologies SSNC Stock Holding History

CVA Family Office’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 		$14.3K Sell
231
-131
-36% -$8.89K ﹤0.01% 911
2026
Q1 		$24.5K Buy
362
+225
+164% +$17.3K ﹤0.01% 753
2025
Q4 		$12K Hold
137
– – ﹤0.01% 768
2025
Q3 		$12.2K Hold
137
– – ﹤0.01% 769
2025
Q2 		$11.3K Sell
137
-55
-29% -$4.32K ﹤0.01% 779
2025
Q1 		$16K Buy
192
+25
+15% +$2.07K ﹤0.01% 719
2024
Q4 		$12.7K Buy
167
+46
+38% +$3.44K ﹤0.01% 752
2024
Q3 		$8.98K Sell
121
-8
-6% -$567 ﹤0.01% 774
2024
Q2 		$8.08K Buy
129
+8
+7% +$496 ﹤0.01% 769
2024
Q1 		$7.79K Hold
121
– – ﹤0.01% 783
2023
Q4 		$7.39K Buy
+121
New +$6.61K ﹤0.01% 764
2023
Q3 		– Sell
-211
Closed -$12.8K – 846
2023
Q2 		$12.8K Buy
211
+61
+41% +$3.47K ﹤0.01% 686
2023
Q1 		$8.47K Buy
150
+20
+15% +$1.15K ﹤0.01% 708
2022
Q4 		$6.77K Buy
+130
New +$6.59K ﹤0.01% 705

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

CVA Family Office's SSNC Position: Q2 2026 in Review

CVA Family Office reduced its SS&C Technologies (SSNC) stake by 36% in Q2 2026, selling an estimated $8.89K and leaving 231 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

CVA Family Office first reported a position in SSNC in Q4 2022 and has held it in 14 quarters since. The position peaked at $24.5K in Q1 2026. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • CVA Family Office held 231 shares of SS&C Technologies worth $14.3K as of Q2 2026.
  • CVA Family Office sold 131 SS&C Technologies shares in Q2 2026, an estimated $8.89K.
  • SS&C Technologies made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #911 holding.
  • CVA Family Office first reported a position in SS&C Technologies in Q4 2022 and has held it in 14 quarters since.
  • CVA Family Office's SS&C Technologies position peaked at $24.5K in Q1 2026.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.