DFA
SSNC icon

DHJJ Financial Advisors’s SS&C Technologies SSNC Stock Holding History

DHJJ Financial Advisors’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 		$125 Hold
2
– – ﹤0.01% 1031
2026
Q1 		$136 Hold
2
– – ﹤0.01% 1019
2025
Q4 		$175 Hold
2
– – ﹤0.01% 961
2025
Q3 		$178 Hold
2
– – ﹤0.01% 926
2025
Q2 		$166 Hold
2
– – ﹤0.01% 905
2025
Q1 		$168 Hold
2
– – ﹤0.01% 859
2024
Q4 		$152 Hold
2
– – ﹤0.01% 829
2024
Q3 		$149 Hold
2
– – ﹤0.01% 819
2024
Q2 		$126 Hold
2
– – ﹤0.01% 777
2024
Q1 		$129 Hold
2
– – ﹤0.01% 762
2023
Q4 		$123 Hold
2
– – ﹤0.01% 752
2023
Q3 		$106 Buy
+2
New +$114 ﹤0.01% 757

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

DHJJ Financial Advisors's SSNC Position: Q2 2026 in Review

DHJJ Financial Advisors held its SS&C Technologies (SSNC) position steady in Q2 2026 at 2 shares worth $125. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

DHJJ Financial Advisors first reported a position in SSNC in Q3 2023 and has held it in 12 quarters since. The position peaked at $178 in Q3 2025. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • DHJJ Financial Advisors held 2 shares of SS&C Technologies worth $125 as of Q2 2026.
  • DHJJ Financial Advisors left its SS&C Technologies share count unchanged in Q2 2026.
  • SS&C Technologies made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1031 holding.
  • DHJJ Financial Advisors first reported a position in SS&C Technologies in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's SS&C Technologies position peaked at $178 in Q3 2025.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.