IFP Advisors’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $195K | Buy |
3,142
+1,508
| +92% | +$102K | ﹤0.01% | 1538 |
|
|
2026
Q1 | $110K | Sell |
1,634
-56
| -3% | -$4.3K | ﹤0.01% | 1782 |
|
|
2025
Q4 | $148K | Sell |
1,690
-921
| -35% | -$78.5K | ﹤0.01% | 1542 |
|
|
2025
Q3 | $232K | Sell |
2,611
-764
| -23% | -$66.1K | 0.01% | 1212 |
|
|
2025
Q2 | $306K | Sell |
3,375
-798
| -19% | -$62.7K | 0.01% | 1056 |
|
|
2025
Q1 | $349K | Buy |
4,173
+1,761
| +73% | +$146K | 0.01% | 921 |
|
|
2024
Q4 | $183K | Buy |
2,412
+213
| +10% | +$15.9K | 0.01% | 1158 |
|
|
2024
Q3 | $163K | Buy |
2,199
+1,778
| +422% | +$126K | 0.01% | 1182 |
|
|
2024
Q2 | $26.4K | Buy |
421
+6
| +1% | +$372 | ﹤0.01% | 1955 |
|
|
2024
Q1 | $26.7K | Sell |
415
-15
| -3% | -$931 | ﹤0.01% | 1847 |
|
|
2023
Q4 | $26.3K | Sell |
430
-51
| -11% | -$2.79K | ﹤0.01% | 1806 |
|
|
2023
Q3 | $25.3K | Buy |
481
+4
| +0.8% | +$229 | ﹤0.01% | 1826 |
|
|
2023
Q2 | $28.9K | Buy |
477
+275
| +136% | +$15.6K | ﹤0.01% | 1846 |
|
|
2023
Q1 | $11.1K | Sell |
202
-80
| -28% | -$4.61K | ﹤0.01% | 2244 |
|
|
2022
Q4 | $18K | Sell |
282
-376
| -57% | -$19.1K | ﹤0.01% | 2988 |
|
|
2022
Q3 | $43K | Sell |
658
-159
| -19% | -$9.16K | ﹤0.01% | 2491 |
|
|
2022
Q2 | $46K | Hold |
817
| – | – | ﹤0.01% | 2216 |
|
|
2022
Q1 | $46K | Buy |
817
+696
| +575% | +$54.4K | ﹤0.01% | 2216 |
|
|
2021
Q4 | $10K | Hold |
121
| – | – | ﹤0.01% | 2241 |
|
|
2021
Q3 | $8K | Buy |
121
+50
| +70% | +$3.71K | ﹤0.01% | 2379 |
|
|
2021
Q2 | $6K | Hold |
71
| – | – | ﹤0.01% | 2418 |
|
|
2021
Q1 | $4K | Sell |
71
-507
| -88% | -$34.2K | ﹤0.01% | 2497 |
|
|
2020
Q4 | $44K | Buy |
578
+557
| +2,652% | +$37.3K | ﹤0.01% | 1486 |
|
|
2020
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 2714 |
|
|
2020
Q2 | $1K | Buy |
+21
| New | +$1.15K | ﹤0.01% | 2609 |
|
|
2020
Q1 | – | Sell |
-88
| Closed | -$4.98K | – | 2989 |
|
|
2019
Q4 | $5K | Buy |
88
+38
| +76% | +$2.13K | ﹤0.01% | 2194 |
|
|
2019
Q3 | $3K | Buy |
+50
| New | +$2.56K | ﹤0.01% | 2578 |
|
|
2019
Q1 | $3K | Sell |
50
-261
| -84% | -$14.5K | ﹤0.01% | 2031 |
|
|
2018
Q4 | $14K | Sell |
311
-1,232
| -80% | -$59.8K | ﹤0.01% | 2341 |
|
|
2018
Q3 | $88K | Buy |
1,543
+200
| +15% | +$11.1K | ﹤0.01% | 1566 |
|
|
2018
Q2 | $70K | Buy |
1,343
+296
| +28% | +$15K | ﹤0.01% | 1719 |
|
|
2018
Q1 | $42K | Hold |
1,047
| – | – | ﹤0.01% | 1925 |
|
|
2017
Q4 | $42K | Sell |
1,047
-139
| -12% | -$5.66K | ﹤0.01% | 1946 |
|
|
2017
Q3 | $48K | Buy |
1,186
+238
| +25% | +$9.18K | ﹤0.01% | 2017 |
|
|
2017
Q2 | $36K | Buy |
+948
| New | +$35.3K | ﹤0.01% | 2188 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$3K | – | 4060 |
|
|
2016
Q1 | $3K | Buy |
+100
| New | +$3.04K | ﹤0.01% | 2027 |
|
Other funds holding SSNC
IFP Advisors's SSNC Position: Q2 2026 in Review
IFP Advisors increased its SS&C Technologies (SSNC) stake by 92% in Q2 2026, buying an estimated $102K and bringing the position to 3,142 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.
IFP Advisors first reported a position in SSNC in Q1 2016 and has held it in 36 quarters since. The position peaked at $349K in Q1 2025. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.
- IFP Advisors held 3,142 shares of SS&C Technologies worth $195K as of Q2 2026.
- IFP Advisors bought 1,508 SS&C Technologies shares in Q2 2026, an estimated $102K.
- SS&C Technologies made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1538 holding.
- IFP Advisors first reported a position in SS&C Technologies in Q1 2016 and has held it in 36 quarters since.
- IFP Advisors's SS&C Technologies position peaked at $349K in Q1 2025.
- 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.