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
2025
Q2 		– Sell
-8
Closed -$669 – 1603
2025
Q1 		$669 Buy
+8
New +$662 ﹤0.01% 571

Other funds holding SSNC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 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. 168 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.
  • 168 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.