Krilogy Financial
SSNC icon

Krilogy Financial’s SS&C Technologies SSNC Stock Holding History

Krilogy Financial’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 		$774K Sell
9,558
-452
-5% -$34.8K 0.02% 496
2026
Q2 		$621K Buy
10,010
+6,658
+199% +$452K 0.02% 559
2026
Q1 		$239K Sell
3,352
-378
-10% -$29.1K 0.01% 827
2025
Q4 		$320K Sell
3,730
-117
-3% -$10K 0.01% 703
2025
Q3 		$330K Buy
+3,847
New +$333K 0.01% 648

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KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Norris Perne & French
Norris Perne & French Grand Rapids, Michigan $2.29B AUM 28.29% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Krilogy Financial's SSNC Position: Q3 2026 in Review

Krilogy Financial reduced its SS&C Technologies (SSNC) stake by 4.5% in Q3 2026, selling an estimated $34.8K and leaving 9,558 shares worth $774K. The position accounts for 0.02% of the portfolio, ranked #496.

Krilogy Financial first reported a position in SSNC in Q3 2025 and has held it in 5 quarters since. 138 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • Krilogy Financial held 9,558 shares of SS&C Technologies worth $774K as of Q3 2026.
  • Krilogy Financial sold 452 SS&C Technologies shares in Q3 2026, an estimated $34.8K.
  • SS&C Technologies made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #496 holding.
  • Krilogy Financial first reported a position in SS&C Technologies in Q3 2025 and has held it in 5 quarters since.
  • 138 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.