Dynamic Advisor Solutions
SSNC icon

Dynamic Advisor Solutions’s SS&C Technologies SSNC Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$344K Buy
4,467
+112
+3% +$8.62K 0.01% 791
2026
Q2 		$270K Sell
4,355
-642
-13% -$43.6K 0.01% 900
2026
Q1 		$338K Buy
4,997
+408
+9% +$31.4K 0.01% 770
2025
Q4 		$401K Sell
4,589
-2,659
-37% -$227K 0.01% 685
2025
Q3 		$643K Buy
7,248
+141
+2% +$12.2K 0.02% 564
2025
Q2 		$588K Sell
7,107
-868
-11% -$68.2K 0.02% 567
2025
Q1 		$666K Buy
+7,975
New +$660K 0.02% 514
2024
Q4 		– Sell
-7,556
Closed -$561K – 825
2024
Q3 		$561K Buy
7,556
+511
+7% +$36.2K 0.02% 593
2024
Q2 		$442K Buy
7,045
+279
+4% +$17.3K 0.01% 655
2024
Q1 		$436K Buy
6,766
+303
+5% +$18.8K 0.01% 636
2023
Q4 		$387K Sell
6,463
-132
-2% -$7.21K 0.01% 643
2023
Q3 		$346K Sell
6,595
-46
-0.7% -$2.63K 0.02% 615
2023
Q2 		$402K Buy
6,641
+1,000
+18% +$56.9K 0.02% 559
2023
Q1 		$319K Buy
+5,641
New +$325K 0.02% 578
2021
Q1 		– Sell
-5,366
Closed -$390K – 770
2020
Q4 		$390K Buy
5,366
+26
+0.5% +$1.74K 0.04% 431
2020
Q3 		$323K Buy
5,340
+26
+0.5% +$1.56K 0.04% 409
2020
Q2 		$300K Buy
5,314
+300
+6% +$16.4K 0.04% 386
2020
Q1 		$220K Buy
5,014
+599
+14% +$33.9K 0.04% 389
2019
Q4 		$271K Sell
4,415
-700
-14% -$39.3K 0.04% 432
2019
Q3 		$264K Sell
5,115
-900
-15% -$46K 0.04% 399
2019
Q2 		$347K Buy
6,015
+420
+8% +$25.3K 0.06% 332
2019
Q1 		$356K Buy
5,595
+625
+13% +$34.8K 0.07% 275
2018
Q4 		$252K Buy
4,970
+525
+12% +$25.5K 0.05% 315
2018
Q3 		$253K Buy
+4,445
New +$247K 0.05% 335

Other funds holding SSNC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Dynamic Advisor Solutions's SSNC Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its SS&C Technologies (SSNC) stake by 2.6% in Q3 2026, buying an estimated $8.62K and bringing the position to 4,467 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #791.

Dynamic Advisor Solutions first reported a position in SSNC in Q3 2018 and has held it in 24 quarters since. The position peaked at $666K in Q1 2025. 100 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • Dynamic Advisor Solutions held 4,467 shares of SS&C Technologies worth $344K as of Q3 2026.
  • Dynamic Advisor Solutions bought 112 SS&C Technologies shares in Q3 2026, an estimated $8.62K.
  • SS&C Technologies made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #791 holding.
  • Dynamic Advisor Solutions first reported a position in SS&C Technologies in Q3 2018 and has held it in 24 quarters since.
  • Dynamic Advisor Solutions's SS&C Technologies position peaked at $666K in Q1 2025.
  • 100 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.