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Root Financial Partners’s SS&C Technologies SSNC Stock Holding History

Root Financial Partners’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 		– Sell
-321
Closed -$21.7K – 2810
2026
Q1 		$21.7K Sell
321
-231
-42% -$17.8K ﹤0.01% 1281
2025
Q4 		$48.3K Buy
552
+84
+18% +$7.16K ﹤0.01% 731
2025
Q3 		$41.5K Buy
+468
New +$40.5K ﹤0.01% 737

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

Root Financial Partners's SSNC Position: Q2 2026 in Review

Root Financial Partners sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 321 shares — an estimated $21.7K sold.

Root Financial Partners first reported a position in SSNC in Q3 2025 and held it in 3 quarters. The position peaked at $48.3K in Q4 2025. 186 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Root Financial Partners reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 321 SS&C Technologies shares in Q2 2026, an estimated $21.7K.
  • Root Financial Partners first reported a position in SS&C Technologies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's SS&C Technologies position peaked at $48.3K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.