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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
Q2 		$4.29M Buy
69,172
+79
+0.1% +$5.36K 0.24% 79
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 $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 40.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Parcion Private Wealth's SSNC Position: Q2 2026 in Review

Parcion Private Wealth increased its SS&C Technologies (SSNC) stake by 0.11% in Q2 2026, buying an estimated $5.36K and bringing the position to 69,172 shares worth $4.29M. The position accounts for 0.24% of the portfolio, ranked #79.

Parcion Private Wealth first reported a position in SSNC in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.28M in Q3 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Parcion Private Wealth held 69,172 shares of SS&C Technologies worth $4.29M as of Q2 2026.
  • Parcion Private Wealth bought 79 SS&C Technologies shares in Q2 2026, an estimated $5.36K.
  • SS&C Technologies made up 0.24% of Parcion Private Wealth's portfolio in Q2 2026, its #79 holding.
  • Parcion Private Wealth first reported a position in SS&C Technologies in Q4 2023 and has held it in 11 quarters since.
  • Parcion Private Wealth's SS&C Technologies position peaked at $6.28M in Q3 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.