ECA
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Elevated Capital Advisors’s SS&C Technologies SSNC Stock Holding History

Elevated Capital 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 		$310 Hold
5
– – ﹤0.01% 822
2026
Q1 		$338 Hold
5
– – ﹤0.01% 810
2025
Q4 		$437 Buy
+5
New +$426 ﹤0.01% 778

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 40.91% 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

Elevated Capital Advisors's SSNC Position: Q2 2026 in Review

Elevated Capital Advisors held its SS&C Technologies (SSNC) position steady in Q2 2026 at 5 shares worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Elevated Capital Advisors first reported a position in SSNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $437 in Q4 2025. 722 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Elevated Capital Advisors held 5 shares of SS&C Technologies worth $310 as of Q2 2026.
  • Elevated Capital Advisors left its SS&C Technologies share count unchanged in Q2 2026.
  • SS&C Technologies made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #822 holding.
  • Elevated Capital Advisors first reported a position in SS&C Technologies in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's SS&C Technologies position peaked at $437 in Q4 2025.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.