Evercore Wealth Management’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $298K | Hold |
4,410
| – | – | ﹤0.01% | 334 |
|
|
2025
Q4 | $386K | Hold |
4,410
| – | – | 0.01% | 319 |
|
|
2025
Q3 | $391K | Hold |
4,410
| – | – | 0.01% | 319 |
|
|
2025
Q2 | $365K | Sell |
4,410
-50
| -1% | -$3.93K | 0.01% | 317 |
|
|
2025
Q1 | $373K | Hold |
4,460
| – | – | 0.01% | 316 |
|
|
2024
Q4 | $338K | Hold |
4,460
| – | – | 0.01% | 326 |
|
|
2024
Q3 | $331K | Hold |
4,460
| – | – | 0.01% | 329 |
|
|
2024
Q2 | $280K | Hold |
4,460
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $287K | Sell |
4,460
-20
| -0.4% | -$1.24K | ﹤0.01% | 349 |
|
|
2023
Q4 | $274K | Sell |
4,480
-2,890
| -39% | -$158K | ﹤0.01% | 361 |
|
|
2023
Q3 | $387K | Sell |
7,370
-499,915
| -99% | -$28.6M | 0.01% | 293 |
|
|
2023
Q2 | $30.7M | Sell |
507,285
-93,768
| -16% | -$5.33M | 0.56% | 44 |
|
|
2023
Q1 | $33.9M | Sell |
601,053
-89,647
| -13% | -$5.17M | 0.68% | 40 |
|
|
2022
Q4 | $36M | Sell |
690,700
-190,023
| -22% | -$9.63M | 0.75% | 40 |
|
|
2022
Q3 | $42.1M | Sell |
880,723
-241,299
| -22% | -$13.9M | 0.95% | 36 |
|
|
2022
Q2 | $65.2M | Sell |
1,122,022
-24,505
| -2% | -$1.58M | 1.37% | 28 |
|
|
2022
Q1 | $86M | Buy |
1,146,527
+80
| +0% | +$6.25K | 1.52% | 24 |
|
|
2021
Q4 | $94M | Buy |
1,146,447
+8,935
| +0.8% | +$688K | 1.53% | 23 |
|
|
2021
Q3 | $78.9M | Buy |
1,137,512
+709
| +0.1% | +$52.6K | 1.43% | 26 |
|
|
2021
Q2 | $81.9M | Buy |
1,136,803
+45,829
| +4% | +$3.35M | 1.5% | 25 |
|
|
2021
Q1 | $76.2M | Buy |
1,090,974
+46,560
| +4% | +$3.14M | 1.51% | 27 |
|
|
2020
Q4 | $76M | Buy |
1,044,414
+42,691
| +4% | +$2.86M | 1.64% | 22 |
|
|
2020
Q3 | $60.6M | Buy |
1,001,723
+40,871
| +4% | +$2.45M | 1.48% | 25 |
|
|
2020
Q2 | $54.3M | Buy |
960,852
+57,425
| +6% | +$3.13M | 1.45% | 23 |
|
|
2020
Q1 | $39.6M | Buy |
+903,427
| New | +$51.1M | 1.31% | 29 |
|
|
2018
Q1 | – | Sell |
-1,030
| Closed | -$42K | – | 731 |
|
|
2017
Q4 | $42K | Hold |
1,030
| – | – | ﹤0.01% | 609 |
|
|
2017
Q3 | $41K | Hold |
1,030
| – | – | ﹤0.01% | 600 |
|
|
2017
Q2 | $40K | Hold |
1,030
| – | – | ﹤0.01% | 610 |
|
|
2017
Q1 | $36K | Hold |
1,030
| – | – | ﹤0.01% | 656 |
|
|
2016
Q4 | $29K | Hold |
1,030
| – | – | ﹤0.01% | 702 |
|
|
2016
Q3 | $33K | Hold |
1,030
| – | – | ﹤0.01% | 690 |
|
|
2016
Q2 | $29K | Hold |
1,030
| – | – | ﹤0.01% | 695 |
|
|
2016
Q1 | $33K | Buy |
+1,030
| New | +$31.3K | ﹤0.01% | 641 |
|
Other funds holding SSNC
VPM
VCM
Evercore Wealth Management's SSNC Position: Q1 2026 in Review
Evercore Wealth Management held its SS&C Technologies (SSNC) position steady in Q1 2026 at 4,410 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #334.
Evercore Wealth Management first reported a position in SSNC in Q1 2016 and has held it in 33 quarters since. The position peaked at $94M in Q4 2021. 717 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.
- Evercore Wealth Management held 4,410 shares of SS&C Technologies worth $298K as of Q1 2026.
- Evercore Wealth Management left its SS&C Technologies share count unchanged in Q1 2026.
- SS&C Technologies made up ﹤0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #334 holding.
- Evercore Wealth Management first reported a position in SS&C Technologies in Q1 2016 and has held it in 33 quarters since.
- Evercore Wealth Management's SS&C Technologies position peaked at $94M in Q4 2021.
- 717 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.