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

LightSquare 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 		$229K Buy
+3,685
New +$250K 0.16% 97

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

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

LightSquare Wealth Management opened a new position in SS&C Technologies (SSNC) in Q2 2026: 3,685 shares worth $229K. The stake represents 0.16% of the portfolio and ranks #97 among its holdings.

719 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • LightSquare Wealth Management held 3,685 shares of SS&C Technologies worth $229K as of Q2 2026.
  • SS&C Technologies was a new LightSquare Wealth Management position in Q2 2026.
  • SS&C Technologies made up 0.16% of LightSquare Wealth Management's portfolio in Q2 2026, its #97 holding.
  • 719 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on LightSquare Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.