N.E.W. Advisory Services’s SS&C Technologies SSNC Stock Holding History

N.E.W. Advisory Services’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	$21.7K	Hold	350	–	–	﹤0.01%	512
2026 Q1	$23.6K	Hold	350	–	–	﹤0.01%	481
2025 Q4	$30.6K	Hold	350	–	–	﹤0.01%	426
2025 Q3	$31.1K	Hold	350	–	–	﹤0.01%	389
2025 Q2	$29K	Hold	350	–	–	﹤0.01%	396
2025 Q1	$29.2K	Buy	+350	New	+$29K	﹤0.01%	441

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

N.E.W. Advisory Services's SSNC Position: Q2 2026 in Review

N.E.W. Advisory Services held its SS&C Technologies (SSNC) position steady in Q2 2026 at 350 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

N.E.W. Advisory Services first reported a position in SSNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $31.1K in Q3 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

N.E.W. Advisory Services held 350 shares of SS&C Technologies worth $21.7K as of Q2 2026.
N.E.W. Advisory Services left its SS&C Technologies share count unchanged in Q2 2026.
SS&C Technologies made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #512 holding.
N.E.W. Advisory Services first reported a position in SS&C Technologies in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's SS&C Technologies position peaked at $31.1K in Q3 2025.
720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.