Essential Partners
SSNC icon

Essential Partners’s SS&C Technologies SSNC Stock Holding History

Essential 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 		$124K Sell
1,605
-94
-6% -$7.24K 0.06% 369
2026
Q2 		$105K Buy
1,699
+786
+86% +$53.3K 0.05% 404
2026
Q1 		$61.7K Sell
913
-4,531
-83% -$348K 0.02% 545
2025
Q4 		$476K Hold
5,444
– – 0.15% 192
2025
Q3 		$483K Hold
5,444
– – 0.16% 178
2025
Q2 		$451K Buy
+5,444
New +$428K 0.18% 174

Other funds holding SSNC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Essential Partners's SSNC Position: Q3 2026 in Review

Essential Partners reduced its SS&C Technologies (SSNC) stake by 5.5% in Q3 2026, selling an estimated $7.24K and leaving 1,605 shares worth $124K. The position accounts for 0.06% of the portfolio, ranked #369.

Essential Partners first reported a position in SSNC in Q2 2025 and has held it in 6 quarters since. The position peaked at $483K in Q3 2025. 119 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • Essential Partners held 1,605 shares of SS&C Technologies worth $124K as of Q3 2026.
  • Essential Partners sold 94 SS&C Technologies shares in Q3 2026, an estimated $7.24K.
  • SS&C Technologies made up 0.06% of Essential Partners's portfolio in Q3 2026, its #369 holding.
  • Essential Partners first reported a position in SS&C Technologies in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's SS&C Technologies position peaked at $483K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.