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Parcion Private Wealth’s SS&C Technologies SSNC Stock Holding History

Parcion Private Wealth’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 		$4.67M Sell
69,093
-1,413
-2% -$109K 0.29% 65
2025
Q4 		$6.16M Sell
70,506
-268
-0.4% -$22.9K 0.38% 54
2025
Q3 		$6.28M Sell
70,774
-523
-0.7% -$45.3K 0.39% 53
2025
Q2 		$5.9M Sell
71,297
-104
-0.1% -$8.18K 0.42% 56
2025
Q1 		$5.96M Buy
71,401
+2,136
+3% +$177K 0.49% 53
2024
Q4 		$5.25M Buy
69,265
+515
+0.7% +$38.5K 0.4% 59
2024
Q3 		$5.1M Buy
68,750
+2,890
+4% +$205K 0.42% 51
2024
Q2 		$4.13M Sell
65,860
-138
-0.2% -$8.56K 0.38% 57
2024
Q1 		$4.25M Sell
65,998
-209
-0.3% -$13K 0.37% 60
2023
Q4 		$4.05M Buy
+66,207
New +$3.62M 0.37% 59

Other funds holding SSNC

BlackRock
BlackRock New York $5.7T 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 $141B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return