Net Worth Advisory Group’s SS&C Technologies SSNC Stock Holding History

Net Worth Advisory Group’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 Q3	$284K	Buy	+3,620	New	+$279K	0.07%	306
2026 Q2	–	Sell	-3,095	Closed	-$209K	–	464
2026 Q1	$209K	Sell	3,095 -432	-12%	-$33.2K	0.04%	403
2025 Q4	$308K	Buy	3,527 +8	+0.2%	+$682	0.06%	310
2025 Q3	$312K	Sell	3,519 -282	-7%	-$24.4K	0.09%	264
2025 Q2	$315K	Buy	3,801 +127	+3%	+$10K	0.07%	289
2025 Q1	$307K	Sell	3,674 -821	-18%	-$68K	0.1%	249
2024 Q4	$341K	Buy	4,495 +29	+0.6%	+$2.17K	0.1%	222
2024 Q3	$331K	Buy	+4,466	New	+$317K	0.1%	242

Other funds holding SSNC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Norris Perne & French Grand Rapids, Michigan $2.29B AUM 28.29% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Net Worth Advisory Group's SSNC Position: Q3 2026 in Review

Net Worth Advisory Group opened a new position in SS&C Technologies (SSNC) in Q3 2026: 3,620 shares worth $284K. The stake represents 0.07% of the portfolio and ranks #306 among its holdings. This is a return to the name: Net Worth Advisory Group previously reported a position in SSNC as recently as Q1 2026.

Net Worth Advisory Group first reported a position in SSNC in Q3 2024 and has held it in 8 quarters since. The position peaked at $341K in Q4 2024. 138 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

Net Worth Advisory Group held 3,620 shares of SS&C Technologies worth $284K as of Q3 2026.
SS&C Technologies was a new Net Worth Advisory Group position in Q3 2026.
SS&C Technologies made up 0.07% of Net Worth Advisory Group's portfolio in Q3 2026, its #306 holding.
Net Worth Advisory Group first reported a position in SS&C Technologies in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's SS&C Technologies position peaked at $341K in Q4 2024.
138 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.