Focus Partners Wealth
SSNC icon

Focus Partners Wealth’s SS&C Technologies SSNC Stock Holding History

Focus Partners 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 		$3.79M Buy
61,012
+24,853
+69% +$1.69M ﹤0.01% 1076
2026
Q1 		$2.45M Buy
36,159
+2,059
+6% +$158K ﹤0.01% 1225
2025
Q4 		$2.98M Buy
34,100
+29,157
+590% +$2.49M ﹤0.01% 1159
2025
Q3 		$439K Sell
4,943
-1,699
-26% -$147K ﹤0.01% 1665
2025
Q2 		$550K Sell
6,642
-2,720
-29% -$214K ﹤0.01% 1401
2025
Q1 		$782K Buy
9,362
+2,431
+35% +$201K ﹤0.01% 1157
2024
Q4 		$525K Buy
6,931
+4,009
+137% +$300K ﹤0.01% 1301
2024
Q3 		$217K Buy
+2,922
New +$207K ﹤0.01% 1432

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 40.89% 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

Focus Partners Wealth's SSNC Position: Q2 2026 in Review

Focus Partners Wealth increased its SS&C Technologies (SSNC) stake by 69% in Q2 2026, buying an estimated $1.69M and bringing the position to 61,012 shares worth $3.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Focus Partners Wealth first reported a position in SSNC in Q3 2024 and has held it in 8 quarters since. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Focus Partners Wealth held 61,012 shares of SS&C Technologies worth $3.79M as of Q2 2026.
  • Focus Partners Wealth bought 24,853 SS&C Technologies shares in Q2 2026, an estimated $1.69M.
  • SS&C Technologies made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1076 holding.
  • Focus Partners Wealth first reported a position in SS&C Technologies in Q3 2024 and has held it in 8 quarters since.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

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