PWM
SSNC icon

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

Pines 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
Q3 		– Sell
-3,490
Closed -$291K – 237
2025
Q2 		$291K Buy
+3,490
New +$274K 0.1% 179

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pines Wealth Management's SSNC Position: Q3 2025 in Review

Pines Wealth Management sold out of SS&C Technologies (SSNC) in Q3 2025, closing a stake of 3,490 shares — an estimated $291K sold.

Pines Wealth Management first reported a position in SSNC in Q2 2025 and held it in 1 quarter. The position peaked at $291K in Q2 2025. 722 funds tracked by Wall St. Rank hold SSNC as of Q3 2025.

  • Pines Wealth Management reported no remaining SS&C Technologies position as of Q3 2025 after selling out during the quarter.
  • Pines Wealth Management sold 3,490 SS&C Technologies shares in Q3 2025, an estimated $291K.
  • Pines Wealth Management first reported a position in SS&C Technologies in Q2 2025 and held it in 1 quarter.
  • Pines Wealth Management's SS&C Technologies position peaked at $291K in Q2 2025.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2025.

Based on Pines Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.