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

HB 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
2026
Q2 		$474K Buy
7,644
+3,493
+84% +$237K ﹤0.01% 1130
2026
Q1 		$280K Buy
4,151
+256
+7% +$19.7K ﹤0.01% 1271
2025
Q4 		$341K Buy
3,895
+404
+12% +$34.4K ﹤0.01% 1075
2025
Q3 		$310K Buy
3,491
+647
+23% +$56K ﹤0.01% 1057
2025
Q2 		$235K Buy
+2,844
New +$224K ﹤0.01% 1043

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 $3.38T AUM 44.17% 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 40.89% 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

HB Wealth Management's SSNC Position: Q2 2026 in Review

HB Wealth Management increased its SS&C Technologies (SSNC) stake by 84% in Q2 2026, buying an estimated $237K and bringing the position to 7,644 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

HB Wealth Management first reported a position in SSNC in Q2 2025 and has held it in 5 quarters since. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • HB Wealth Management held 7,644 shares of SS&C Technologies worth $474K as of Q2 2026.
  • HB Wealth Management bought 3,493 SS&C Technologies shares in Q2 2026, an estimated $237K.
  • SS&C Technologies made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1130 holding.
  • HB Wealth Management first reported a position in SS&C Technologies in Q2 2025 and has held it in 5 quarters since.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.