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Integrated Wealth Concepts’s SS&C Technologies SSNC Stock Holding History

Integrated Wealth Concepts’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 		$746K Buy
12,028
+3,990
+50% +$271K ﹤0.01% 1408
2026
Q1 		$543K Buy
+8,038
New +$618K ﹤0.01% 1486
2025
Q4 		– Sell
-7,975
Closed -$708K – 1999
2025
Q3 		$708K Sell
7,975
-646
-7% -$55.9K 0.01% 1159
2025
Q2 		$714K Buy
8,621
+668
+8% +$52.5K 0.01% 1090
2025
Q1 		$664K Buy
7,953
+88
+1% +$7.28K 0.01% 1022
2024
Q4 		$596K Buy
7,865
+1,539
+24% +$115K 0.01% 1048
2024
Q3 		$469K Sell
6,326
-596
-9% -$42.3K 0.01% 1113
2024
Q2 		$434K Buy
6,922
+440
+7% +$27.3K 0.01% 1108
2024
Q1 		$417K Buy
6,482
+505
+8% +$31.4K 0.01% 1134
2023
Q4 		$365K Sell
5,977
-244
-4% -$13.3K 0.01% 1154
2023
Q3 		$327K Buy
6,221
+745
+14% +$42.6K 0.01% 1184
2023
Q2 		$332K Buy
+5,476
New +$311K 0.01% 1178

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

Integrated Wealth Concepts's SSNC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its SS&C Technologies (SSNC) stake by 50% in Q2 2026, buying an estimated $271K and bringing the position to 12,028 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Integrated Wealth Concepts first reported a position in SSNC in Q2 2023 and has held it in 12 quarters since. 725 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Integrated Wealth Concepts held 12,028 shares of SS&C Technologies worth $746K as of Q2 2026.
  • Integrated Wealth Concepts bought 3,990 SS&C Technologies shares in Q2 2026, an estimated $271K.
  • SS&C Technologies made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1408 holding.
  • Integrated Wealth Concepts first reported a position in SS&C Technologies in Q2 2023 and has held it in 12 quarters since.
  • 725 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.