Salem Investment Counselors’s SS&C Technologies SSNC Stock Holding History

Salem Investment Counselors’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	$22K	Sell	355 -45	-11%	-$3.05K	﹤0.01%	757
2026 Q1	$27K	Buy	+400	New	+$30.8K	﹤0.01%	702
2025 Q4	–	Sell	-625	Closed	-$55.5K	–	1043
2025 Q3	$55.5K	Buy	625 +261	+72%	+$22.6K	﹤0.01%	585
2025 Q2	$30.1K	Hold	364	–	–	﹤0.01%	667
2025 Q1	$30.4K	Buy	364 +54	+17%	+$4.47K	﹤0.01%	655
2024 Q4	$23.5K	Hold	310	–	–	﹤0.01%	699
2024 Q3	$23K	Hold	310	–	–	﹤0.01%	711
2024 Q2	$19.4K	Hold	310	–	–	﹤0.01%	723
2024 Q1	$20K	Hold	310	–	–	﹤0.01%	709
2023 Q4	$18.9K	Hold	310	–	–	﹤0.01%	703
2023 Q3	$16.3K	Hold	310	–	–	﹤0.01%	708
2023 Q2	$18.8K	Hold	310	–	–	﹤0.01%	703
2023 Q1	$17.5K	Hold	310	–	–	﹤0.01%	711
2022 Q4	$16.1K	Hold	310	–	–	﹤0.01%	697
2022 Q3	$15K	Hold	310	–	–	﹤0.01%	684
2022 Q2	$18K	Hold	310	–	–	﹤0.01%	683
2022 Q1	$23K	Hold	310	–	–	﹤0.01%	631
2021 Q4	$25K	Hold	310	–	–	﹤0.01%	673
2021 Q3	$22K	Sell	310 -225	-42%	-$16.7K	﹤0.01%	631
2021 Q2	$39K	Hold	535	–	–	﹤0.01%	525
2021 Q1	$37K	Buy	535 +310	+138%	+$20.9K	﹤0.01%	493
2020 Q4	$16K	Hold	225	–	–	﹤0.01%	609
2020 Q3	$14K	Buy	+225	New	+$13.5K	﹤0.01%	536

Other funds holding SSNC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Salem Investment Counselors's SSNC Position: Q2 2026 in Review

Salem Investment Counselors reduced its SS&C Technologies (SSNC) stake by 11% in Q2 2026, selling an estimated $3.05K and leaving 355 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Salem Investment Counselors first reported a position in SSNC in Q3 2020 and has held it in 23 quarters since. The position peaked at $55.5K in Q3 2025. 207 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Salem Investment Counselors held 355 shares of SS&C Technologies worth $22K as of Q2 2026.
Salem Investment Counselors sold 45 SS&C Technologies shares in Q2 2026, an estimated $3.05K.
SS&C Technologies made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #757 holding.
Salem Investment Counselors first reported a position in SS&C Technologies in Q3 2020 and has held it in 23 quarters since.
Salem Investment Counselors's SS&C Technologies position peaked at $55.5K in Q3 2025.
207 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.