MBM Wealth Consultants’s SS&C Technologies SSNC Stock Holding History

MBM Wealth Consultants’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	-327	Closed	-$22.1K	–	338
2026 Q1	$22.1K	Buy	+327	New	+$25.1K	0.01%	198
2023 Q4	–	Sell	-13,430	Closed	-$687K	–	121
2023 Q3	$687K	Buy	13,430 +718	+6%	+$41K	0.3%	52
2023 Q2	$766K	Buy	12,712 +2,250	+22%	+$128K	0.33%	45
2023 Q1	$670K	Hold	10,462	–	–	0.27%	47
2022 Q4	$549K	Buy	10,462 +1,020	+11%	+$51.7K	0.25%	48
2022 Q3	$467K	Buy	9,442 +1,799	+24%	+$104K	0.23%	50
2022 Q2	$444K	Buy	7,643 +589	+8%	+$37.9K	0.22%	53
2022 Q1	$529K	Buy	7,054 +4,108	+139%	+$321K	0.22%	59
2021 Q4	$204K	Hold	2,946	–	–	0.08%	96
2021 Q3	$204K	Buy	2,946 +212	+8%	+$15.7K	0.09%	99
2021 Q2	$197K	Buy	2,734 +96	+4%	+$7.02K	0.09%	97
2021 Q1	$185K	Buy	2,638 +547	+26%	+$36.9K	0.09%	92
2020 Q4	$153K	Buy	+2,091	New	+$140K	0.08%	94

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MBM Wealth Consultants's SSNC Position: Q2 2026 in Review

MBM Wealth Consultants sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 327 shares — an estimated $22.1K sold.

MBM Wealth Consultants first reported a position in SSNC in Q4 2020 and held it in 13 quarters. The position peaked at $766K in Q2 2023. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

MBM Wealth Consultants reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 327 SS&C Technologies shares in Q2 2026, an estimated $22.1K.
MBM Wealth Consultants first reported a position in SS&C Technologies in Q4 2020 and held it in 13 quarters.
MBM Wealth Consultants's SS&C Technologies position peaked at $766K in Q2 2023.
720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.