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Legacy Wealth Management (Idaho)’s SS&C Technologies SSNC Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-7
Closed -$473 – 859
2026
Q1 		$473 Hold
7
– – ﹤0.01% 942
2025
Q4 		$612 Hold
7
– – ﹤0.01% 807
2025
Q3 		$622 Hold
7
– – ﹤0.01% 669
2025
Q2 		$580 Hold
7
– – ﹤0.01% 642
2025
Q1 		$585 Hold
7
– – ﹤0.01% 692
2024
Q4 		$607 Hold
7
– – ﹤0.01% 640
2024
Q3 		$524 Buy
+7
New +$496 ﹤0.01% 607

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 $3.38T AUM 44.17% 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 40.89% 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

Legacy Wealth Management (Idaho)'s SSNC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 7 shares — an estimated $473 sold.

Legacy Wealth Management (Idaho) first reported a position in SSNC in Q3 2024 and held it in 7 quarters. The position peaked at $622 in Q3 2025. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 7 SS&C Technologies shares in Q2 2026, an estimated $473.
  • Legacy Wealth Management (Idaho) first reported a position in SS&C Technologies in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s SS&C Technologies position peaked at $622 in Q3 2025.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.