First Pacific Financial
SSNC icon

First Pacific Financial’s SS&C Technologies SSNC Stock Holding History

First Pacific Financial’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 		$14K Sell
182
-18
-9% -$1.39K ﹤0.01% 368
2026
Q2 		$12.4K Buy
200
+56
+39% +$3.8K ﹤0.01% 379
2026
Q1 		$9.7K Buy
144
+40
+38% +$3.08K ﹤0.01% 374
2025
Q4 		$9.09K Buy
104
+24
+30% +$2.05K ﹤0.01% 339
2025
Q3 		$7.1K Buy
80
+12
+18% +$1.04K ﹤0.01% 352
2025
Q2 		$5.63K Buy
68
+8
+13% +$629 ﹤0.01% 378
2025
Q1 		$5.01K Hold
60
– – ﹤0.01% 370
2024
Q4 		$4.55K Buy
+60
New +$4.49K ﹤0.01% 328
2024
Q2 		– Sell
-51
Closed -$3.28K – 471
2024
Q1 		$3.28K Buy
51
+15
+42% +$931 ﹤0.01% 325
2023
Q4 		$2.2K Buy
+36
New +$1.97K ﹤0.01% 309

Other funds holding SSNC

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
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Pacific Financial's SSNC Position: Q3 2026 in Review

First Pacific Financial reduced its SS&C Technologies (SSNC) stake by 9% in Q3 2026, selling an estimated $1.39K and leaving 182 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

First Pacific Financial first reported a position in SSNC in Q4 2023 and has held it in 10 quarters since. 77 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • First Pacific Financial held 182 shares of SS&C Technologies worth $14K as of Q3 2026.
  • First Pacific Financial sold 18 SS&C Technologies shares in Q3 2026, an estimated $1.39K.
  • SS&C Technologies made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #368 holding.
  • First Pacific Financial first reported a position in SS&C Technologies in Q4 2023 and has held it in 10 quarters since.
  • 77 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.