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Planning Strategies’s SS&C Technologies SSNC Stock Holding History

Planning Strategies’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 		$124 Buy
+2
New +$136 ﹤0.01% 1024

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Planning Strategies's SSNC Position: Q2 2026 in Review

Planning Strategies opened a new position in SS&C Technologies (SSNC) in Q2 2026: 2 shares worth $124. The stake represents ﹤0.01% of the portfolio and ranks #1024 among its holdings.

671 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Planning Strategies held 2 shares of SS&C Technologies worth $124 as of Q2 2026.
  • SS&C Technologies was a new Planning Strategies position in Q2 2026.
  • SS&C Technologies made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #1024 holding.
  • 671 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.