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Empowered Funds’s SS&C Technologies SSNC Stock Holding History

Empowered Funds’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 		$412K Sell
6,635
-74,668
-92% -$5.07M ﹤0.01% 1749
2026
Q1 		$5.49M Buy
81,303
+68,410
+531% +$5.26M 0.04% 594
2025
Q4 		$1.13M Buy
12,893
+6,897
+115% +$588K 0.02% 623
2025
Q3 		$532K Buy
5,996
+325
+6% +$28.1K 0.01% 1383
2025
Q2 		$470K Buy
5,671
+654
+13% +$51.4K 0.01% 1349
2025
Q1 		$419K Sell
5,017
-103,037
-95% -$8.53M 0.01% 1286
2024
Q4 		$8.19M Buy
108,054
+104,006
+2,569% +$7.78M 0.12% 219
2024
Q3 		$300K Sell
4,048
-108,621
-96% -$7.7M ﹤0.01% 1248
2024
Q2 		$7.06M Buy
112,669
+109,376
+3,321% +$6.79M 0.12% 209
2024
Q1 		$212K Buy
+3,293
New +$204K ﹤0.01% 1293

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

Empowered Funds's SSNC Position: Q2 2026 in Review

Empowered Funds reduced its SS&C Technologies (SSNC) stake by 92% in Q2 2026, selling an estimated $5.07M and leaving 6,635 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Empowered Funds first reported a position in SSNC in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.19M in Q4 2024. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Empowered Funds held 6,635 shares of SS&C Technologies worth $412K as of Q2 2026.
  • Empowered Funds sold 74,668 SS&C Technologies shares in Q2 2026, an estimated $5.07M.
  • SS&C Technologies made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1749 holding.
  • Empowered Funds first reported a position in SS&C Technologies in Q1 2024 and has held it in 10 quarters since.
  • Empowered Funds's SS&C Technologies position peaked at $8.19M in Q4 2024.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.