KWM
SSNC icon

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

Kingsview 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 		$4.99M Sell
80,448
-14,617
-15% -$992K 0.06% 297
2026
Q1 		$6.42M Sell
95,065
-15,818
-14% -$1.22M 0.09% 245
2025
Q4 		$9.69M Sell
110,883
-13,673
-11% -$1.17M 0.14% 132
2025
Q3 		$11.1M Sell
124,556
-36,593
-23% -$3.17M 0.17% 113
2025
Q2 		$13.3M Buy
161,149
+40,268
+33% +$3.17M 0.23% 79
2025
Q1 		$10.1M Sell
120,881
-49,366
-29% -$4.09M 0.19% 111
2024
Q4 		$12.9M Buy
170,247
+41,640
+32% +$3.12M 0.25% 71
2024
Q3 		$9.54M Buy
128,607
+242
+0.2% +$17.2K 0.2% 95
2024
Q2 		$8.04M Buy
128,365
+4,778
+4% +$296K 0.19% 115
2024
Q1 		$7.96M Buy
123,587
+5,674
+5% +$352K 0.2% 121
2023
Q4 		$7.21M Buy
117,913
+41,044
+53% +$2.24M 0.22% 123
2023
Q3 		$4.04M Buy
76,869
+16,044
+26% +$917K 0.15% 167
2023
Q2 		$3.69M Sell
60,825
-851
-1% -$48.4K 0.14% 156
2023
Q1 		$3.48M Buy
61,676
+871
+1% +$50.2K 0.15% 159
2022
Q4 		$3.17M Buy
+60,805
New +$3.08M 0.14% 174

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

Kingsview Wealth Management's SSNC Position: Q2 2026 in Review

Kingsview Wealth Management reduced its SS&C Technologies (SSNC) stake by 15% in Q2 2026, selling an estimated $992K and leaving 80,448 shares worth $4.99M. The position accounts for 0.06% of the portfolio, ranked #297.

Kingsview Wealth Management first reported a position in SSNC in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.3M in Q2 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Kingsview Wealth Management held 80,448 shares of SS&C Technologies worth $4.99M as of Q2 2026.
  • Kingsview Wealth Management sold 14,617 SS&C Technologies shares in Q2 2026, an estimated $992K.
  • SS&C Technologies made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #297 holding.
  • Kingsview Wealth Management first reported a position in SS&C Technologies in Q4 2022 and has held it in 15 quarters since.
  • Kingsview Wealth Management's SS&C Technologies position peaked at $13.3M in Q2 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.