QWM
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Quadcap Wealth Management’s SS&C Technologies SSNC Stock Holding History

Quadcap Wealth Management’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
Q1 		$214K Sell
3,169
-2,832
-47% -$218K 0.02% 366
2025
Q4 		$525K Sell
6,001
-118
-2% -$10.1K 0.06% 256
2025
Q3 		$543K Buy
+6,119
New +$530K 0.06% 252

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Quadcap Wealth Management's SSNC Position: Q1 2026 in Review

Quadcap Wealth Management reduced its SS&C Technologies (SSNC) stake by 47% in Q1 2026, selling an estimated $218K and leaving 3,169 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #366.

Quadcap Wealth Management first reported a position in SSNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $543K in Q3 2025. 717 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Quadcap Wealth Management held 3,169 shares of SS&C Technologies worth $214K as of Q1 2026.
  • Quadcap Wealth Management sold 2,832 SS&C Technologies shares in Q1 2026, an estimated $218K.
  • SS&C Technologies made up 0.02% of Quadcap Wealth Management's portfolio in Q1 2026, its #366 holding.
  • Quadcap Wealth Management first reported a position in SS&C Technologies in Q3 2025 and has held it in 3 quarters since.
  • Quadcap Wealth Management's SS&C Technologies position peaked at $543K in Q3 2025.
  • 717 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.