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Guardian Wealth Management (Illinois)’s SS&C Technologies SSNC Stock Holding History

Guardian Wealth Management (Illinois)’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 		$4.9M Buy
78,891
+3,448
+5% +$234K 2.41% 17
2026
Q1 		$5.1M Buy
75,443
+18,449
+32% +$1.42M 2.78% 12
2025
Q4 		$4.98M Sell
56,994
-517
-0.9% -$44.1K 2.93% 9
2025
Q3 		$5.1M Buy
57,511
+1,495
+3% +$129K 3.02% 9
2025
Q2 		$4.64M Buy
56,016
+20,400
+57% +$1.6M 3.09% 10
2025
Q1 		$2.98M Buy
35,616
+1,675
+5% +$139K 1.99% 19
2024
Q4 		$2.57M Sell
33,941
-2
-0% -$150 1.75% 17
2024
Q3 		$2.52M Buy
33,943
+432
+1% +$30.6K 1.78% 21
2024
Q2 		$2.1M Buy
33,511
+506
+2% +$31.4K 1.61% 23
2024
Q1 		$2.12M Sell
33,005
-576
-2% -$35.8K 1.64% 22
2023
Q4 		$2.05M Buy
33,581
+291
+0.9% +$15.9K 1.73% 24
2023
Q3 		$1.75M Buy
33,290
+11,775
+55% +$673K 1.64% 26
2023
Q2 		$1.3M Buy
21,515
+21,359
+13,692% +$1.21M 1.19% 36
2023
Q1 		$8.81K Buy
+156
New +$8.99K 0.01% 166
2022
Q4 		– Sell
-128
Closed -$6K – 269
2022
Q3 		$6K Hold
128
– – 0.01% 183
2022
Q2 		$7K Buy
128
+1
+0.8% +$64 0.01% 175
2022
Q1 		$10K Hold
127
– – 0.01% 173
2021
Q4 		$10K Buy
+127
New +$9.78K 0.01% 168

Other funds holding SSNC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s SSNC Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its SS&C Technologies (SSNC) stake by 4.6% in Q2 2026, buying an estimated $234K and bringing the position to 78,891 shares worth $4.9M. The position accounts for 2.41% of the portfolio, ranked #17.

Guardian Wealth Management (Illinois) first reported a position in SSNC in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.1M in Q3 2025. 136 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 78,891 shares of SS&C Technologies worth $4.9M as of Q2 2026.
  • Guardian Wealth Management (Illinois) bought 3,448 SS&C Technologies shares in Q2 2026, an estimated $234K.
  • SS&C Technologies made up 2.41% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #17 holding.
  • Guardian Wealth Management (Illinois) first reported a position in SS&C Technologies in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Management (Illinois)'s SS&C Technologies position peaked at $5.1M in Q3 2025.
  • 136 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.