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

Rialto 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 		$57.1K Buy
920
+52
+6% +$3.53K 0.01% 315
2026
Q1 		$58.7K Sell
868
-12
-1% -$923 0.01% 273
2025
Q4 		$77K Buy
880
+4
+0.5% +$341 0.02% 240
2025
Q3 		$77.7K Buy
876
+7
+0.8% +$606 0.02% 226
2025
Q2 		$72K Buy
869
+13
+2% +$1.02K 0.02% 232
2025
Q1 		$71.5K Buy
856
+8
+0.9% +$662 0.02% 228
2024
Q4 		$64.2K Buy
+848
New +$63.4K 0.02% 240

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

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

Rialto Wealth Management increased its SS&C Technologies (SSNC) stake by 6% in Q2 2026, buying an estimated $3.53K and bringing the position to 920 shares worth $57.1K. The position accounts for 0.01% of the portfolio, ranked #315.

Rialto Wealth Management first reported a position in SSNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $77.7K in Q3 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Rialto Wealth Management held 920 shares of SS&C Technologies worth $57.1K as of Q2 2026.
  • Rialto Wealth Management bought 52 SS&C Technologies shares in Q2 2026, an estimated $3.53K.
  • SS&C Technologies made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #315 holding.
  • Rialto Wealth Management first reported a position in SS&C Technologies in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's SS&C Technologies position peaked at $77.7K in Q3 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.