MWA
SSNC icon

Medallion Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

Medallion Wealth Advisors’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
Q1 		$106K Hold
1,566
– – 0.03% 345
2025
Q4 		$137K Buy
1,566
+308
+24% +$26.3K 0.05% 297
2025
Q3 		$112K Hold
1,258
– – 0.04% 336
2025
Q2 		$104K Hold
1,258
– – 0.04% 337
2025
Q1 		$105K Hold
1,258
– – 0.05% 302
2024
Q4 		$101K Buy
+1,258
New +$94.1K 0.05% 295

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Medallion Wealth Advisors's SSNC Position: Q1 2026 in Review

Medallion Wealth Advisors held its SS&C Technologies (SSNC) position steady in Q1 2026 at 1,566 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #345.

Medallion Wealth Advisors first reported a position in SSNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $137K in Q4 2025. 718 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Medallion Wealth Advisors held 1,566 shares of SS&C Technologies worth $106K as of Q1 2026.
  • Medallion Wealth Advisors left its SS&C Technologies share count unchanged in Q1 2026.
  • SS&C Technologies made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #345 holding.
  • Medallion Wealth Advisors first reported a position in SS&C Technologies in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's SS&C Technologies position peaked at $137K in Q4 2025.
  • 718 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.