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Golden State Wealth Management’s SS&C Technologies SSNC Stock Holding History

Golden State Wealth Management’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
Q2 		– Sell
-44
Closed -$3.67K – 1657
2025
Q1 		$3.67K Hold
44
– – ﹤0.01% 1229
2024
Q4 		$3.33K Buy
+44
New +$3.29K ﹤0.01% 1185

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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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Golden State Wealth Management's SSNC Position: Q2 2025 in Review

Golden State Wealth Management sold out of SS&C Technologies (SSNC) in Q2 2025, closing a stake of 44 shares — an estimated $3.67K sold.

Golden State Wealth Management first reported a position in SSNC in Q4 2024 and held it in 2 quarters. The position peaked at $3.67K in Q1 2025. 693 funds tracked by Wall St. Rank hold SSNC as of Q2 2025.

  • Golden State Wealth Management reported no remaining SS&C Technologies position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 44 SS&C Technologies shares in Q2 2025, an estimated $3.67K.
  • Golden State Wealth Management first reported a position in SS&C Technologies in Q4 2024 and held it in 2 quarters.
  • Golden State Wealth Management's SS&C Technologies position peaked at $3.67K in Q1 2025.
  • 693 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.