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Evolve Private Wealth’s SS&C Technologies SSNC Stock Holding History

Evolve Private Wealth’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 		$441K Buy
7,106
+958
+16% +$65K 0.03% 565
2026
Q1 		$415K Sell
6,148
-948
-13% -$72.9K 0.02% 663
2025
Q4 		$620K Buy
+7,096
New +$605K 0.04% 449

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 $3.38T AUM 44.17% 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 40.89% 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

Evolve Private Wealth's SSNC Position: Q2 2026 in Review

Evolve Private Wealth increased its SS&C Technologies (SSNC) stake by 16% in Q2 2026, buying an estimated $65K and bringing the position to 7,106 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #565.

Evolve Private Wealth first reported a position in SSNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $620K in Q4 2025. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Evolve Private Wealth held 7,106 shares of SS&C Technologies worth $441K as of Q2 2026.
  • Evolve Private Wealth bought 958 SS&C Technologies shares in Q2 2026, an estimated $65K.
  • SS&C Technologies made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #565 holding.
  • Evolve Private Wealth first reported a position in SS&C Technologies in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's SS&C Technologies position peaked at $620K in Q4 2025.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

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