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GoalVest Advisory’s SS&C Technologies SSNC Stock Holding History

GoalVest Advisory’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 		$3.29K Buy
+53
New +$3.6K ﹤0.01% 411

Other funds holding SSNC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

GoalVest Advisory's SSNC Position: Q2 2026 in Review

GoalVest Advisory opened a new position in SS&C Technologies (SSNC) in Q2 2026: 53 shares worth $3.29K. The stake represents ﹤0.01% of the portfolio and ranks #411 among its holdings.

74 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • GoalVest Advisory held 53 shares of SS&C Technologies worth $3.29K as of Q2 2026.
  • SS&C Technologies was a new GoalVest Advisory position in Q2 2026.
  • SS&C Technologies made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #411 holding.
  • 74 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.