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

Marks Group 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 		$3.27M Sell
52,711
-28,403
-35% -$1.93M 0.28% 92
2026
Q1 		$5.48M Sell
81,114
-10,024
-11% -$771K 0.53% 74
2025
Q4 		$7.97M Sell
91,138
-11,224
-11% -$957K 0.76% 35
2025
Q3 		$9.09M Sell
102,362
-3,740
-4% -$324K 0.84% 35
2025
Q2 		$8.79M Buy
106,102
+40
+0% +$3.14K 0.82% 49
2025
Q1 		$8.86M Sell
106,062
-4,775
-4% -$395K 0.85% 36
2024
Q4 		$8.4M Sell
110,837
-3,627
-3% -$271K 0.83% 46
2024
Q3 		$8.49M Sell
114,464
-5,255
-4% -$373K 0.81% 53
2024
Q2 		$7.5M Buy
119,719
+9,410
+9% +$584K 0.79% 55
2024
Q1 		$7.1M Buy
110,309
+927
+0.8% +$57.6K 0.74% 62
2023
Q4 		$6.68M Buy
109,382
+1,117
+1% +$61K 0.76% 58
2023
Q3 		$5.69M Buy
108,265
+1,439
+1% +$82.3K 0.7% 64
2023
Q2 		$6.47M Buy
106,826
+2,806
+3% +$160K 0.77% 57
2023
Q1 		$5.87M Buy
104,020
+2,021
+2% +$117K 0.75% 59
2022
Q4 		$5.31M Buy
101,999
+2,007
+2% +$102K 0.72% 60
2022
Q3 		$4.78M Buy
99,992
+3,571
+4% +$206K 0.73% 60
2022
Q2 		$5.6M Buy
96,421
+12,663
+15% +$814K 0.81% 51
2022
Q1 		$6.28M Buy
83,758
+5,757
+7% +$450K 0.79% 44
2021
Q4 		$6.39M Sell
78,001
-691
-0.9% -$53.2K 0.78% 47
2021
Q3 		$5.47M Buy
78,692
+114
+0.1% +$8.45K 0.74% 56
2021
Q2 		$5.67M Buy
78,578
+914
+1% +$66.8K 0.78% 47
2021
Q1 		$5.42M Buy
77,664
+539
+0.7% +$36.4K 0.8% 46
2020
Q4 		$5.61M Sell
77,125
-238
-0.3% -$16K 0.87% 30
2020
Q3 		$4.68M Sell
77,363
-4,898
-6% -$293K 0.85% 41
2020
Q2 		$4.64M Sell
82,261
-71,440
-46% -$3.89M 0.94% 20
2020
Q1 		$6.72M Buy
153,701
+14,839
+11% +$839K 1.74% 1
2019
Q4 		$8.53M Buy
+138,862
New +$7.79M 1.68% 1

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 40.89% 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

Marks Group Wealth Management's SSNC Position: Q2 2026 in Review

Marks Group Wealth Management reduced its SS&C Technologies (SSNC) stake by 35% in Q2 2026, selling an estimated $1.93M and leaving 52,711 shares worth $3.27M. The position accounts for 0.28% of the portfolio, ranked #92.

Marks Group Wealth Management first reported a position in SSNC in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.09M in Q3 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Marks Group Wealth Management held 52,711 shares of SS&C Technologies worth $3.27M as of Q2 2026.
  • Marks Group Wealth Management sold 28,403 SS&C Technologies shares in Q2 2026, an estimated $1.93M.
  • SS&C Technologies made up 0.28% of Marks Group Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Marks Group Wealth Management first reported a position in SS&C Technologies in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's SS&C Technologies position peaked at $9.09M in Q3 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.