EWP
SSNC icon

Elevation Wealth Partners’s SS&C Technologies SSNC Stock Holding History

Elevation Wealth Partners’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 		$57.7K Buy
749
+364
+95% +$28K 0.02% 343
2026
Q2 		$23.9K Buy
385
+302
+364% +$20.5K 0.01% 528
2026
Q1 		$5.61K Buy
+83
New +$6.38K ﹤0.01% 673
2024
Q3 		– Sell
-48
Closed -$3.01K – 534
2024
Q2 		$3.01K Buy
+48
New +$2.98K ﹤0.01% 424

Other funds holding SSNC

KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's SSNC Position: Q3 2026 in Review

Elevation Wealth Partners increased its SS&C Technologies (SSNC) stake by 95% in Q3 2026, buying an estimated $28K and bringing the position to 749 shares worth $57.7K. The position accounts for 0.02% of the portfolio, ranked #343.

Elevation Wealth Partners first reported a position in SSNC in Q2 2024 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • Elevation Wealth Partners held 749 shares of SS&C Technologies worth $57.7K as of Q3 2026.
  • Elevation Wealth Partners bought 364 SS&C Technologies shares in Q3 2026, an estimated $28K.
  • SS&C Technologies made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #343 holding.
  • Elevation Wealth Partners first reported a position in SS&C Technologies in Q2 2024 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.