JWA
SSNC icon

JFS Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

JFS Wealth Advisors’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 		$16.1K Sell
260
-15
-5% -$1.02K ﹤0.01% 826
2026
Q1 		$18.6K Buy
275
+5
+2% +$384 ﹤0.01% 753
2025
Q4 		$23.6K Buy
270
+60
+29% +$5.12K ﹤0.01% 709
2025
Q3 		$18.6K Sell
210
-32
-13% -$2.77K ﹤0.01% 711
2025
Q2 		$20K Sell
242
-5
-2% -$393 ﹤0.01% 661
2025
Q1 		$20.6K Hold
247
– – ﹤0.01% 652
2024
Q4 		$18.7K Sell
247
-98
-28% -$7.33K ﹤0.01% 665
2024
Q3 		$25.6K Buy
345
+108
+46% +$7.66K ﹤0.01% 589
2024
Q2 		$14.9K Hold
237
– – ﹤0.01% 674
2024
Q1 		$15.3K Hold
237
– – ﹤0.01% 688
2023
Q4 		$14.5K Buy
237
+73
+45% +$3.99K ﹤0.01% 671
2023
Q3 		$8.62K Sell
164
-21
-11% -$1.2K ﹤0.01% 780
2023
Q2 		$11.2K Sell
185
-1
-0.5% -$57 ﹤0.01% 695
2023
Q1 		$10.5K Sell
186
-1
-0.5% -$58 ﹤0.01% 701
2022
Q4 		$9.73K Sell
187
-43
-19% -$2.18K ﹤0.01% 723
2022
Q3 		$11K Sell
230
-77
-25% -$4.43K ﹤0.01% 706
2022
Q2 		$18K Sell
307
-39
-11% -$2.51K ﹤0.01% 612
2022
Q1 		$26K Buy
346
+304
+724% +$23.8K ﹤0.01% 547
2021
Q4 		$3K Buy
+42
New +$3.23K ﹤0.01% 990

Other funds holding SSNC

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return