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Physician Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

Physician Wealth Advisors’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 		$2.98K Buy
48
+9
+23% +$611 ﹤0.01% 1329
2026
Q1 		$2.64K Buy
39
+37
+1,850% +$2.84K ﹤0.01% 1237
2025
Q4 		$177 Hold
2
– – ﹤0.01% 2001
2025
Q3 		$180 Hold
2
– – ﹤0.01% 1873
2025
Q2 		$167 Hold
2
– – ﹤0.01% 1773
2025
Q1 		$168 Buy
+2
New +$166 ﹤0.01% 1401

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

Physician Wealth Advisors's SSNC Position: Q2 2026 in Review

Physician Wealth Advisors increased its SS&C Technologies (SSNC) stake by 23% in Q2 2026, buying an estimated $611 and bringing the position to 48 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Physician Wealth Advisors first reported a position in SSNC in Q1 2025 and has held it in 6 quarters since. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Physician Wealth Advisors held 48 shares of SS&C Technologies worth $2.98K as of Q2 2026.
  • Physician Wealth Advisors bought 9 SS&C Technologies shares in Q2 2026, an estimated $611.
  • SS&C Technologies made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1329 holding.
  • Physician Wealth Advisors first reported a position in SS&C Technologies in Q1 2025 and has held it in 6 quarters since.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.