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

Quaker 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
Q2 		$187 Sell
3
-6
-67% -$407 ﹤0.01% 884
2026
Q1 		$609 Sell
9
-1
-10% -$77 ﹤0.01% 653
2025
Q4 		$875 Buy
10
+2
+25% +$171 ﹤0.01% 563
2025
Q3 		$711 Hold
8
– – ﹤0.01% 523
2025
Q2 		$663 Buy
+8
New +$629 ﹤0.01% 552

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

Quaker Wealth Management's SSNC Position: Q2 2026 in Review

Quaker Wealth Management reduced its SS&C Technologies (SSNC) stake by 67% in Q2 2026, selling an estimated $407 and leaving 3 shares worth $187. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Quaker Wealth Management first reported a position in SSNC in Q2 2025 and has held it in 5 quarters since. The position peaked at $875 in Q4 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Quaker Wealth Management held 3 shares of SS&C Technologies worth $187 as of Q2 2026.
  • Quaker Wealth Management sold 6 SS&C Technologies shares in Q2 2026, an estimated $407.
  • SS&C Technologies made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #884 holding.
  • Quaker Wealth Management first reported a position in SS&C Technologies in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's SS&C Technologies position peaked at $875 in Q4 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.