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

EverSource 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 		$2.92M Buy
47,035
+43,506
+1,233% +$2.95M 0.1% 173
2026
Q1 		$238K Sell
3,529
-606
-15% -$46.6K 0.01% 955
2025
Q4 		$361K Sell
4,135
-370
-8% -$31.6K 0.01% 672
2025
Q3 		$400K Sell
4,505
-41
-0.9% -$3.55K 0.02% 590
2025
Q2 		$376K Buy
4,546
+683
+18% +$53.7K 0.02% 561
2025
Q1 		$323K Buy
3,863
+1,622
+72% +$134K 0.02% 497
2024
Q4 		$170K Buy
2,241
+717
+47% +$53.6K 0.01% 713
2024
Q3 		$113K Buy
1,524
+67
+5% +$4.75K 0.01% 760
2024
Q2 		$106K Buy
1,457
+9
+0.6% +$558 0.01% 773
2024
Q1 		$89.6K Buy
1,448
+156
+12% +$9.69K 0.01% 748
2023
Q4 		$79K Buy
1,292
+166
+15% +$9.07K 0.01% 729
2023
Q3 		$59.2K Buy
1,126
+20
+2% +$1.14K 0.01% 749
2023
Q2 		$67K Sell
1,106
-59
-5% -$3.35K 0.01% 722
2023
Q1 		$65.8K Buy
1,165
+341
+41% +$19.7K 0.01% 682
2022
Q4 		$42.9K Sell
824
-275
-25% -$13.9K 0.01% 816
2022
Q3 		$53K Buy
1,099
+226
+26% +$13K 0.01% 622
2022
Q2 		$51K Buy
873
+280
+47% +$18K 0.01% 624
2022
Q1 		$45K Hold
593
– – 0.01% 488
2021
Q4 		$48K Buy
+593
New +$45.6K 0.01% 435

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

EverSource Wealth Advisors increased its SS&C Technologies (SSNC) stake by 1,233% in Q2 2026, buying an estimated $2.95M and bringing the position to 47,035 shares worth $2.92M. The position accounts for 0.1% of the portfolio, ranked #173.

EverSource Wealth Advisors first reported a position in SSNC in Q4 2021 and has held it in 19 quarters since. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • EverSource Wealth Advisors held 47,035 shares of SS&C Technologies worth $2.92M as of Q2 2026.
  • EverSource Wealth Advisors bought 43,506 SS&C Technologies shares in Q2 2026, an estimated $2.95M.
  • SS&C Technologies made up 0.1% of EverSource Wealth Advisors's portfolio in Q2 2026, its #173 holding.
  • EverSource Wealth Advisors first reported a position in SS&C Technologies in Q4 2021 and has held it in 19 quarters since.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.