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Principia Wealth Advisory’s SS&C Technologies SSNC Stock Holding History

Principia Wealth Advisory’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 		$1.24K Sell
20
-12
-38% -$814 ﹤0.01% 715
2026
Q1 		$2.16K Buy
32
+27
+540% +$2.08K ﹤0.01% 496
2025
Q4 		$437 Sell
5
-7
-58% -$597 ﹤0.01% 838
2025
Q3 		$1.06K Buy
12
+7
+140% +$606 ﹤0.01% 624
2025
Q2 		$414 Sell
5
-1
-17% -$79 ﹤0.01% 775
2025
Q1 		$467 Hold
6
– – ﹤0.01% 589
2024
Q4 		$455 Buy
+6
New +$449 ﹤0.01% 573

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 40.91% 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

Principia Wealth Advisory's SSNC Position: Q2 2026 in Review

Principia Wealth Advisory reduced its SS&C Technologies (SSNC) stake by 38% in Q2 2026, selling an estimated $814 and leaving 20 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Principia Wealth Advisory first reported a position in SSNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.16K in Q1 2026. 722 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Principia Wealth Advisory held 20 shares of SS&C Technologies worth $1.24K as of Q2 2026.
  • Principia Wealth Advisory sold 12 SS&C Technologies shares in Q2 2026, an estimated $814.
  • SS&C Technologies made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #715 holding.
  • Principia Wealth Advisory first reported a position in SS&C Technologies in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's SS&C Technologies position peaked at $2.16K in Q1 2026.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.