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Pinnacle Wealth Planning Services’s SS&C Technologies SSNC Stock Holding History

Pinnacle Wealth Planning Services’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 		$3.04K Sell
49
-76
-61% -$5.16K ﹤0.01% 2395
2026
Q1 		$8.45K Buy
125
+14
+13% +$1.08K ﹤0.01% 2070
2025
Q4 		$9.7K Buy
+111
New +$9.46K ﹤0.01% 2025
2021
Q1 		– Sell
-19
Closed -$1K – 1724
2020
Q4 		$1K Buy
+19
New +$1.27K ﹤0.01% 2178

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

Pinnacle Wealth Planning Services's SSNC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its SS&C Technologies (SSNC) stake by 61% in Q2 2026, selling an estimated $5.16K and leaving 49 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

Pinnacle Wealth Planning Services first reported a position in SSNC in Q4 2020 and has held it in 4 quarters since. The position peaked at $9.7K in Q4 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 49 shares of SS&C Technologies worth $3.04K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 76 SS&C Technologies shares in Q2 2026, an estimated $5.16K.
  • SS&C Technologies made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2395 holding.
  • Pinnacle Wealth Planning Services first reported a position in SS&C Technologies in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's SS&C Technologies position peaked at $9.7K in Q4 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.