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Mutual Advisors’s SS&C Technologies SSNC Stock Holding History

Mutual 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
Q2 		$347K Buy
5,592
+123
+2% +$8.35K 0.01% 1126
2026
Q1 		$370K Buy
5,469
+185
+4% +$14.2K 0.01% 1034
2025
Q4 		$462K Buy
5,284
+8
+0.2% +$682 0.01% 915
2025
Q3 		$427K Buy
5,276
+101
+2% +$8.74K 0.01% 920
2025
Q2 		$441K Buy
5,175
+150
+3% +$11.8K 0.01% 843
2025
Q1 		$365K Buy
5,025
+329
+7% +$27.2K 0.01% 837
2024
Q4 		$371K Sell
4,696
-443
-9% -$33.1K 0.01% 817
2024
Q3 		$386K Buy
5,139
+1,743
+51% +$124K 0.01% 800
2024
Q2 		$250K Buy
+3,396
New +$211K 0.01% 963

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mutual Advisors's SSNC Position: Q2 2026 in Review

Mutual Advisors increased its SS&C Technologies (SSNC) stake by 2.2% in Q2 2026, buying an estimated $8.35K and bringing the position to 5,592 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #1126.

Mutual Advisors first reported a position in SSNC in Q2 2024 and has held it in 9 quarters since. The position peaked at $462K in Q4 2025. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Mutual Advisors held 5,592 shares of SS&C Technologies worth $347K as of Q2 2026.
  • Mutual Advisors bought 123 SS&C Technologies shares in Q2 2026, an estimated $8.35K.
  • SS&C Technologies made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1126 holding.
  • Mutual Advisors first reported a position in SS&C Technologies in Q2 2024 and has held it in 9 quarters since.
  • Mutual Advisors's SS&C Technologies position peaked at $462K in Q4 2025.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.