FW
SSNC icon

FullCircle Wealth’s SS&C Technologies SSNC Stock Holding History

FullCircle 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
2025
Q3 		$1.03M Buy
12,019
+8,939
+290% +$774K 0.36% 94
2025
Q2 		$263K Buy
3,080
+316
+11% +$24.8K 0.1% 216
2025
Q1 		$203K Buy
2,764
+97
+4% +$8.03K 0.08% 231
2024
Q4 		$236K Buy
+2,667
New +$200K 0.1% 175

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FullCircle Wealth's SSNC Position: Q3 2025 in Review

FullCircle Wealth increased its SS&C Technologies (SSNC) stake by 290% in Q3 2025, buying an estimated $774K and bringing the position to 12,019 shares worth $1.03M. The position accounts for 0.36% of the portfolio, ranked #94.

FullCircle Wealth first reported a position in SSNC in Q4 2024 and has held it in 4 quarters since. 722 funds tracked by Wall St. Rank hold SSNC as of Q3 2025.

  • FullCircle Wealth held 12,019 shares of SS&C Technologies worth $1.03M as of Q3 2025.
  • FullCircle Wealth bought 8,939 SS&C Technologies shares in Q3 2025, an estimated $774K.
  • SS&C Technologies made up 0.36% of FullCircle Wealth's portfolio in Q3 2025, its #94 holding.
  • FullCircle Wealth first reported a position in SS&C Technologies in Q4 2024 and has held it in 4 quarters since.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.