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

Institute for 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	$27.6K	Buy	+445	New	+$30.2K	﹤0.01%	1033

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Institute for Wealth Management's SSNC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in SS&C Technologies (SSNC) in Q2 2026: 445 shares worth $27.6K. The stake represents ﹤0.01% of the portfolio and ranks #1033 among its holdings.

369 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Institute for Wealth Management held 445 shares of SS&C Technologies worth $27.6K as of Q2 2026.
SS&C Technologies was a new Institute for Wealth Management position in Q2 2026.
SS&C Technologies made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1033 holding.
369 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.