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IMA Advisory Services’s SS&C Technologies SSNC Stock Holding History

IMA Advisory Services’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 		$1.99K Buy
32
+16
+100% +$1.09K ﹤0.01% 1106
2026
Q1 		$1.08K Sell
16
-18
-53% -$1.38K ﹤0.01% 765
2025
Q4 		$2.97K Buy
+34
New +$2.9K ﹤0.01% 563

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 $3.37T AUM 44.26% 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

IMA Advisory Services's SSNC Position: Q2 2026 in Review

IMA Advisory Services increased its SS&C Technologies (SSNC) stake by 100% in Q2 2026, buying an estimated $1.09K and bringing the position to 32 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

IMA Advisory Services first reported a position in SSNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.97K in Q4 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • IMA Advisory Services held 32 shares of SS&C Technologies worth $1.99K as of Q2 2026.
  • IMA Advisory Services bought 16 SS&C Technologies shares in Q2 2026, an estimated $1.09K.
  • SS&C Technologies made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1106 holding.
  • IMA Advisory Services first reported a position in SS&C Technologies in Q4 2025 and has held it in 3 quarters since.
  • IMA Advisory Services's SS&C Technologies position peaked at $2.97K in Q4 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.