DAS
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
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 		$347K 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

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 $3.37T AUM 44.26% 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

Dynamic Advisor Solutions's SSNC Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its SS&C Technologies (SSNC) stake by 13% in Q2 2026, selling an estimated $43.6K and leaving 4,355 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #900.

Dynamic Advisor Solutions first reported a position in SSNC in Q3 2018 and has held it in 23 quarters since. The position peaked at $666K in Q1 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Dynamic Advisor Solutions held 4,355 shares of SS&C Technologies worth $270K as of Q2 2026.
  • Dynamic Advisor Solutions sold 642 SS&C Technologies shares in Q2 2026, an estimated $43.6K.
  • SS&C Technologies made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #900 holding.
  • Dynamic Advisor Solutions first reported a position in SS&C Technologies in Q3 2018 and has held it in 23 quarters since.
  • Dynamic Advisor Solutions's SS&C Technologies position peaked at $666K in Q1 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.