Parcion Private Wealth
SSNC icon

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
Q3 		$1.17M Sell
15,222
-53,950
-78% -$4.15M 0.06% 168
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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Norris Perne & French
Norris Perne & French Grand Rapids, Michigan $2.29B AUM 28.29% 1-Year Est. Return

Parcion Private Wealth's SSNC Position: Q3 2026 in Review

Parcion Private Wealth reduced its SS&C Technologies (SSNC) stake by 78% in Q3 2026, selling an estimated $4.15M and leaving 15,222 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #168.

Parcion Private Wealth first reported a position in SSNC in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.28M in Q3 2025. 202 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • Parcion Private Wealth held 15,222 shares of SS&C Technologies worth $1.17M as of Q3 2026.
  • Parcion Private Wealth sold 53,950 SS&C Technologies shares in Q3 2026, an estimated $4.15M.
  • SS&C Technologies made up 0.06% of Parcion Private Wealth's portfolio in Q3 2026, its #168 holding.
  • Parcion Private Wealth first reported a position in SS&C Technologies in Q4 2023 and has held it in 12 quarters since.
  • Parcion Private Wealth's SS&C Technologies position peaked at $6.28M in Q3 2025.
  • 202 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.