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Parkworth Wealth Management’s SS&C Technologies SSNC Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$828 Buy
10
+3
+43% +$236 ﹤0.01% 473
2025
Q1 		$585 Hold
7
– – ﹤0.01% 375
2024
Q4 		$530 Buy
+7
New +$524 ﹤0.01% 416

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Parkworth Wealth Management's SSNC Position: Q2 2025 in Review

Parkworth Wealth Management increased its SS&C Technologies (SSNC) stake by 43% in Q2 2025, buying an estimated $236 and bringing the position to 10 shares worth $828. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Parkworth Wealth Management first reported a position in SSNC in Q4 2024 and has held it in 3 quarters since. 693 funds tracked by Wall St. Rank hold SSNC as of Q2 2025.

  • Parkworth Wealth Management held 10 shares of SS&C Technologies worth $828 as of Q2 2025.
  • Parkworth Wealth Management bought 3 SS&C Technologies shares in Q2 2025, an estimated $236.
  • SS&C Technologies made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #473 holding.
  • Parkworth Wealth Management first reported a position in SS&C Technologies in Q4 2024 and has held it in 3 quarters since.
  • 693 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.