Sheets Smith Wealth Management
SSNC icon

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

Sheets Smith 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
Q3 		$866K Buy
11,243
+6
+0.1% +$462 0.09% 207
2026
Q2 		$697K Buy
11,237
+3,290
+41% +$223K 0.07% 257
2026
Q1 		$537K Buy
+7,947
New +$611K 0.06% 275
2025
Q3 		– Sell
-3,600
Closed -$298K – 426
2025
Q2 		$298K Hold
3,600
– – 0.03% 341
2025
Q1 		$301K Hold
3,600
– – 0.04% 303
2024
Q4 		$273K Hold
3,600
– – 0.03% 324
2024
Q3 		$267K Hold
3,600
– – 0.03% 327
2024
Q2 		$226K Hold
3,600
– – 0.03% 350
2024
Q1 		$232K Hold
3,600
– – 0.03% 352
2023
Q4 		$220K Buy
+3,600
New +$197K 0.03% 320
2022
Q4 		– Sell
-77,100
Closed -$3.68M – 321
2022
Q3 		$3.68M Hold
77,100
– – 0.61% 41
2022
Q2 		$4.48M Hold
77,100
– – 0.74% 37
2022
Q1 		$5.78M Sell
77,100
-1,000
-1% -$78.2K 0.8% 35
2021
Q4 		$6.4M Buy
78,100
+1,000
+1% +$77K 0.79% 34
2021
Q3 		$5.35M Hold
77,100
– – 0.73% 35
2021
Q2 		$5.56M Hold
77,100
– – 0.75% 34
2021
Q1 		$5.39M Hold
77,100
– – 0.79% 35
2020
Q4 		$5.61M Hold
77,100
– – 0.85% 30
2020
Q3 		$4.67M Hold
77,100
– – 0.81% 35
2020
Q2 		$4.36M Buy
77,100
+40,000
+108% +$2.18M 0.87% 33
2020
Q1 		$1.63M Buy
+37,100
New +$2.1M 0.34% 77
2019
Q2 		– Sell
-16,356
Closed -$1.04M – 331
2019
Q1 		$1.04M Buy
16,356
+6,676
+69% +$371K 0.23% 116
2018
Q4 		$437K Buy
9,680
+88
+0.9% +$4.27K 0.12% 176
2018
Q3 		$545K Sell
9,592
-36
-0.4% -$2K 0.11% 202
2018
Q2 		$500K Buy
9,628
+248
+3% +$12.6K 0.12% 187
2018
Q1 		$503K Buy
+9,380
New +$465K 0.12% 185
2016
Q1 		– Sell
-21,712
Closed -$741K – 259
2015
Q4 		$741K Buy
+21,712
New +$771K 0.22% 131

Other funds holding SSNC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Norris Perne & French
Norris Perne & French Grand Rapids, Michigan $2.29B AUM 28.29% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Sheets Smith Wealth Management's SSNC Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its SS&C Technologies (SSNC) stake by 0.05% in Q3 2026, buying an estimated $462 and bringing the position to 11,243 shares worth $866K. The position accounts for 0.09% of the portfolio, ranked #207.

Sheets Smith Wealth Management first reported a position in SSNC in Q4 2015 and has held it in 27 quarters since. The position peaked at $6.4M in Q4 2021. 138 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • Sheets Smith Wealth Management held 11,243 shares of SS&C Technologies worth $866K as of Q3 2026.
  • Sheets Smith Wealth Management bought 6 SS&C Technologies shares in Q3 2026, an estimated $462.
  • SS&C Technologies made up 0.09% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #207 holding.
  • Sheets Smith Wealth Management first reported a position in SS&C Technologies in Q4 2015 and has held it in 27 quarters since.
  • Sheets Smith Wealth Management's SS&C Technologies position peaked at $6.4M in Q4 2021.
  • 138 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.