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EP Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

EP Wealth 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 		$6.05M Buy
97,461
+80,250
+466% +$5.45M 0.02% 347
2026
Q1 		$1.16M Buy
17,211
+1
+0% +$77 0.01% 605
2025
Q4 		$1.5M Buy
+17,210
New +$1.47M 0.01% 512
2025
Q2 		$1.5M Buy
18,115
+11,217
+163% +$882K 0.01% 479
2025
Q1 		$576K Sell
6,898
-105
-1% -$8.69K ﹤0.01% 651
2024
Q4 		$531K Buy
7,003
+139
+2% +$10.4K ﹤0.01% 674
2024
Q3 		$509K Buy
+6,864
New +$487K ﹤0.01% 689

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

EP Wealth Advisors's SSNC Position: Q2 2026 in Review

EP Wealth Advisors increased its SS&C Technologies (SSNC) stake by 466% in Q2 2026, buying an estimated $5.45M and bringing the position to 97,461 shares worth $6.05M. The position accounts for 0.02% of the portfolio, ranked #347.

EP Wealth Advisors first reported a position in SSNC in Q3 2024 and has held it in 7 quarters since. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • EP Wealth Advisors held 97,461 shares of SS&C Technologies worth $6.05M as of Q2 2026.
  • EP Wealth Advisors bought 80,250 SS&C Technologies shares in Q2 2026, an estimated $5.45M.
  • SS&C Technologies made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #347 holding.
  • EP Wealth Advisors first reported a position in SS&C Technologies in Q3 2024 and has held it in 7 quarters since.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.