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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
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

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

Elevation Wealth Partners's SSNC Position: Q2 2026 in Review

Elevation Wealth Partners increased its SS&C Technologies (SSNC) stake by 364% in Q2 2026, buying an estimated $20.5K and bringing the position to 385 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #528.

Elevation Wealth Partners first reported a position in SSNC in Q2 2024 and has held it in 3 quarters since. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Elevation Wealth Partners held 385 shares of SS&C Technologies worth $23.9K as of Q2 2026.
  • Elevation Wealth Partners bought 302 SS&C Technologies shares in Q2 2026, an estimated $20.5K.
  • SS&C Technologies made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #528 holding.
  • Elevation Wealth Partners first reported a position in SS&C Technologies in Q2 2024 and has held it in 3 quarters since.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.