FVWA
SSNC icon

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

Foster Victor 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 		$12.1M Buy
181,209
+69
+0% +$4.68K 0.64% 68
2026
Q1 		$12.7M Sell
181,140
-114,273
-39% -$8.79M 0.72% 60
2025
Q4 		$25.3M Buy
295,413
+21,950
+8% +$1.87M 1.48% 12
2025
Q3 		$24M Buy
273,463
+8,504
+3% +$736K 1.5% 12
2025
Q2 		$22.1M Sell
264,959
-2,550
-1% -$200K 1.5% 13
2025
Q1 		$20.3M Sell
267,509
-5,648
-2% -$467K 1.64% 8
2024
Q4 		$21.4M Buy
273,157
+14,072
+5% +$1.05M 1.64% 10
2024
Q3 		$19.3M Sell
259,085
-20,904
-7% -$1.48M 1.55% 11
2024
Q2 		$18.9M Buy
279,989
+36,078
+15% +$2.24M 1.58% 13
2024
Q1 		$15M Buy
243,911
+30,655
+14% +$1.9M 1.37% 23
2023
Q4 		$13M Buy
213,256
+13,119
+7% +$717K 1.33% 28
2023
Q3 		$10.4M Buy
200,137
+9,256
+5% +$529K 1.21% 34
2023
Q2 		$11.5M Buy
190,881
+9,450
+5% +$537K 1.28% 29
2023
Q1 		$10.1M Buy
181,431
+7,465
+4% +$430K 1.23% 32
2022
Q4 		$9.29M Buy
173,966
+24,267
+16% +$1.23M 1.18% 35
2022
Q3 		$7.58M Buy
149,699
+24,200
+19% +$1.39M 1.1% 40
2022
Q2 		$7.39M Buy
125,499
+22,818
+22% +$1.47M 1.1% 42
2022
Q1 		$7.58M Buy
102,681
+17,255
+20% +$1.35M 1.04% 41
2021
Q4 		$7.2M Buy
85,426
+13,899
+19% +$1.07M 0.98% 38
2021
Q3 		$4.96M Buy
71,527
+10,777
+18% +$799K 0.79% 46
2021
Q2 		$4.38M Buy
60,750
+15,648
+35% +$1.14M 0.73% 45
2021
Q1 		$3.27M Buy
45,102
+19,049
+73% +$1.29M 0.61% 50
2020
Q4 		$1.9M Buy
26,053
+10,619
+69% +$712K 0.43% 54
2020
Q3 		$934K Buy
15,434
+8,226
+114% +$492K 0.25% 69
2020
Q2 		$407K Buy
+7,208
New +$393K 0.14% 88

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
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

Foster Victor Wealth Advisors's SSNC Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its SS&C Technologies (SSNC) stake by 0.04% in Q2 2026, buying an estimated $4.68K and bringing the position to 181,209 shares worth $12.1M. The position accounts for 0.64% of the portfolio, ranked #68.

Foster Victor Wealth Advisors first reported a position in SSNC in Q2 2020 and has held it in 25 quarters since. The position peaked at $25.3M in Q4 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Foster Victor Wealth Advisors held 181,209 shares of SS&C Technologies worth $12.1M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 69 SS&C Technologies shares in Q2 2026, an estimated $4.68K.
  • SS&C Technologies made up 0.64% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Foster Victor Wealth Advisors first reported a position in SS&C Technologies in Q2 2020 and has held it in 25 quarters since.
  • Foster Victor Wealth Advisors's SS&C Technologies position peaked at $25.3M in Q4 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.