Kestra Advisory Services
SSNC icon

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

Kestra 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
Q3 		$513K Buy
6,661
+1,471
+28% +$113K ﹤0.01% 2475
2026
Q2 		$322K Sell
5,190
-6,445
-55% -$437K ﹤0.01% 2693
2026
Q1 		$786K Sell
11,635
-1,509
-11% -$116K ﹤0.01% 1899
2025
Q4 		$1.15M Sell
13,144
-3,125
-19% -$266K ﹤0.01% 1561
2025
Q3 		$1.44M Buy
16,269
+401
+3% +$34.7K 0.01% 1351
2025
Q2 		$1.31M Sell
15,868
-205
-1% -$16.1K 0.01% 1321
2025
Q1 		$1.34M Buy
16,073
+6,917
+76% +$572K 0.01% 1205
2024
Q4 		$694K Buy
9,156
+1,189
+15% +$89K ﹤0.01% 1645
2024
Q3 		$591K Buy
7,967
+614
+8% +$43.5K ﹤0.01% 1663
2024
Q2 		$461K Buy
7,353
+342
+5% +$21.2K ﹤0.01% 1840
2024
Q1 		$451K Buy
7,011
+845
+14% +$52.5K ﹤0.01% 1732
2023
Q4 		$377K Buy
6,166
+111
+2% +$6.06K ﹤0.01% 1696
2023
Q3 		$318K Buy
6,055
+706
+13% +$40.4K ﹤0.01% 1622
2023
Q2 		$324K Buy
5,349
+814
+18% +$46.3K ﹤0.01% 1565
2023
Q1 		$256K Sell
4,535
-3,868
-46% -$223K ﹤0.01% 1669
2022
Q4 		$437K Buy
8,403
+2,346
+39% +$119K ﹤0.01% 1491
2022
Q3 		$289K Sell
6,057
-5,158
-46% -$297K ﹤0.01% 1616
2022
Q2 		$651K Buy
11,215
+6,243
+126% +$401K 0.01% 1170
2022
Q1 		$373K Sell
4,972
-28
-0.6% -$2.19K ﹤0.01% 1467
2021
Q4 		$410K Buy
5,000
+625
+14% +$48.1K ﹤0.01% 1420
2021
Q3 		$304K Buy
4,375
+1,192
+37% +$88.4K ﹤0.01% 1658
2021
Q2 		$229K Buy
+3,183
New +$233K ﹤0.01% 1764

Other funds holding SSNC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Kestra Advisory Services's SSNC Position: Q3 2026 in Review

Kestra Advisory Services increased its SS&C Technologies (SSNC) stake by 28% in Q3 2026, buying an estimated $113K and bringing the position to 6,661 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

Kestra Advisory Services first reported a position in SSNC in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.44M in Q3 2025. 338 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • Kestra Advisory Services held 6,661 shares of SS&C Technologies worth $513K as of Q3 2026.
  • Kestra Advisory Services bought 1,471 SS&C Technologies shares in Q3 2026, an estimated $113K.
  • SS&C Technologies made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2475 holding.
  • Kestra Advisory Services first reported a position in SS&C Technologies in Q2 2021 and has held it in 22 quarters since.
  • Kestra Advisory Services's SS&C Technologies position peaked at $1.44M in Q3 2025.
  • 338 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.