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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

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 40.91% 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

JFS Wealth Advisors's SSNC Position: Q2 2026 in Review

JFS Wealth Advisors reduced its SS&C Technologies (SSNC) stake by 5.5% in Q2 2026, selling an estimated $1.02K and leaving 260 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

JFS Wealth Advisors first reported a position in SSNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $26K in Q1 2022. 722 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • JFS Wealth Advisors held 260 shares of SS&C Technologies worth $16.1K as of Q2 2026.
  • JFS Wealth Advisors sold 15 SS&C Technologies shares in Q2 2026, an estimated $1.02K.
  • SS&C Technologies made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #826 holding.
  • JFS Wealth Advisors first reported a position in SS&C Technologies in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's SS&C Technologies position peaked at $26K in Q1 2022.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.