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Prudent Man Advisors’s SS&C Technologies SSNC Stock Holding History

Prudent Man Advisors’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 		$462K Buy
7,440
+815
+12% +$55.3K 0.11% 122
2026
Q1 		$448K Buy
6,625
+2,312
+54% +$178K 0.13% 114
2025
Q4 		$377K Sell
4,313
-28
-0.6% -$2.39K 0.14% 110
2025
Q3 		$385K Sell
4,341
-3,300
-43% -$286K 0.14% 107
2025
Q2 		$633K Sell
7,641
-10
-0.1% -$786 0.2% 111
2025
Q1 		$639K Buy
7,651
+163
+2% +$13.5K 0.23% 101
2024
Q4 		$567K Sell
7,488
-945
-11% -$70.7K 0.21% 107
2024
Q3 		$626K Sell
8,433
-139
-2% -$9.86K 0.21% 116
2024
Q2 		$537K Buy
8,572
+386
+5% +$23.9K 0.19% 111
2024
Q1 		$527K Sell
8,186
-473
-5% -$29.4K 0.2% 116
2023
Q4 		$529K Sell
8,659
-509
-6% -$27.8K 0.2% 116
2023
Q3 		$482K Sell
9,168
-16
-0.2% -$915 0.19% 115
2023
Q2 		$557K Sell
9,184
-82
-0.9% -$4.66K 0.21% 106
2023
Q1 		$523K Sell
9,266
-200
-2% -$11.5K 0.2% 112
2022
Q4 		$493K Buy
9,466
+179
+2% +$9.07K 0.2% 120
2022
Q3 		$443K Buy
9,287
+22
+0.2% +$1.27K 0.21% 100
2022
Q2 		$538K Buy
+9,265
New +$596K 0.25% 88

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

Prudent Man Advisors's SSNC Position: Q2 2026 in Review

Prudent Man Advisors increased its SS&C Technologies (SSNC) stake by 12% in Q2 2026, buying an estimated $55.3K and bringing the position to 7,440 shares worth $462K. The position accounts for 0.11% of the portfolio, ranked #122.

Prudent Man Advisors first reported a position in SSNC in Q2 2022 and has held it in 17 quarters since. The position peaked at $639K in Q1 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Prudent Man Advisors held 7,440 shares of SS&C Technologies worth $462K as of Q2 2026.
  • Prudent Man Advisors bought 815 SS&C Technologies shares in Q2 2026, an estimated $55.3K.
  • SS&C Technologies made up 0.11% of Prudent Man Advisors's portfolio in Q2 2026, its #122 holding.
  • Prudent Man Advisors first reported a position in SS&C Technologies in Q2 2022 and has held it in 17 quarters since.
  • Prudent Man Advisors's SS&C Technologies position peaked at $639K in Q1 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.