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

Private Wealth Management Group’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 		$4.22K Sell
68
-40
-37% -$2.71K ﹤0.01% 909
2026
Q1 		$7.3K Buy
108
+40
+59% +$3.08K ﹤0.01% 634
2025
Q4 		$5.95K Hold
68
– – ﹤0.01% 709
2025
Q3 		$6.04K Hold
68
– – ﹤0.01% 717
2025
Q2 		$5.63K Hold
68
– – ﹤0.01% 708
2025
Q1 		$5.68K Hold
68
– – ﹤0.01% 669
2024
Q4 		$5.15K Hold
68
– – ﹤0.01% 730
2024
Q3 		$5.05K Hold
68
– – ﹤0.01% 734
2024
Q2 		$4.26K Hold
68
– – ﹤0.01% 763
2024
Q1 		$4.38K Hold
68
– – ﹤0.01% 663
2023
Q4 		$4.16K Buy
+68
New +$3.71K ﹤0.01% 695

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

Private Wealth Management Group's SSNC Position: Q2 2026 in Review

Private Wealth Management Group reduced its SS&C Technologies (SSNC) stake by 37% in Q2 2026, selling an estimated $2.71K and leaving 68 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Private Wealth Management Group first reported a position in SSNC in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.3K in Q1 2026. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Private Wealth Management Group held 68 shares of SS&C Technologies worth $4.22K as of Q2 2026.
  • Private Wealth Management Group sold 40 SS&C Technologies shares in Q2 2026, an estimated $2.71K.
  • SS&C Technologies made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #909 holding.
  • Private Wealth Management Group first reported a position in SS&C Technologies in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's SS&C Technologies position peaked at $7.3K in Q1 2026.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.