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

Salvus 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
Q1 		– Sell
-5,741
Closed -$502K – 139
2025
Q4 		$502K Buy
5,741
+200
+4% +$17.1K 0.28% 79
2025
Q3 		$492K Buy
+5,541
New +$480K 0.27% 83
2023
Q3 		– Sell
-13,141
Closed -$796K – 108
2023
Q2 		$796K Buy
13,141
+359
+3% +$20.4K 0.61% 41
2023
Q1 		$722K Sell
12,782
-46
-0.4% -$2.65K 0.58% 49
2022
Q4 		$668K Sell
12,828
-146
-1% -$7.4K 0.61% 47
2022
Q3 		$620K Buy
12,974
+14
+0.1% +$806 0.59% 45
2022
Q2 		$753K Sell
12,960
-122
-0.9% -$7.84K 0.67% 38
2022
Q1 		$981K Buy
13,082
+571
+5% +$44.6K 0.75% 35
2021
Q4 		$1.03M Buy
12,511
+444
+4% +$34.2K 0.75% 35
2021
Q3 		$837K Buy
12,067
+631
+6% +$46.8K 0.68% 36
2021
Q2 		$838K Buy
11,436
+314
+3% +$23K 0.71% 33
2021
Q1 		$805K Buy
11,122
+697
+7% +$47.1K 0.75% 31
2020
Q4 		$749K Buy
+10,425
New +$699K 0.81% 31

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Salvus Wealth Management's SSNC Position: Q1 2026 in Review

Salvus Wealth Management sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 5,741 shares — an estimated $502K sold.

Salvus Wealth Management first reported a position in SSNC in Q4 2020 and held it in 13 quarters. The position peaked at $1.03M in Q4 2021. 717 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Salvus Wealth Management reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
  • Salvus Wealth Management sold 5,741 SS&C Technologies shares in Q1 2026, an estimated $502K.
  • Salvus Wealth Management first reported a position in SS&C Technologies in Q4 2020 and held it in 13 quarters.
  • Salvus Wealth Management's SS&C Technologies position peaked at $1.03M in Q4 2021.
  • 717 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Salvus Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.