SOA Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

SOA Wealth Advisors’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	$5.52K	Buy	+89	New	+$6.04K	﹤0.01%	691

Other funds holding SSNC

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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SOA Wealth Advisors's SSNC Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in SS&C Technologies (SSNC) in Q2 2026: 89 shares worth $5.52K. The stake represents ﹤0.01% of the portfolio and ranks #691 among its holdings.

101 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

SOA Wealth Advisors held 89 shares of SS&C Technologies worth $5.52K as of Q2 2026.
SS&C Technologies was a new SOA Wealth Advisors position in Q2 2026.
SS&C Technologies made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #691 holding.
101 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.