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Sound View Wealth Advisors Group’s SS&C Technologies SSNC Stock Holding History

Sound View Wealth Advisors Group’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
2025
Q4 		– Sell
-2,373
Closed -$211K – 436
2025
Q3 		$211K Sell
2,373
-129
-5% -$11.2K 0.01% 413
2025
Q2 		$207K Sell
2,502
-93
-4% -$7.31K 0.02% 405
2025
Q1 		$217K Buy
+2,595
New +$215K 0.02% 380

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sound View Wealth Advisors Group's SSNC Position: Q4 2025 in Review

Sound View Wealth Advisors Group sold out of SS&C Technologies (SSNC) in Q4 2025, closing a stake of 2,373 shares — an estimated $211K sold.

Sound View Wealth Advisors Group first reported a position in SSNC in Q1 2025 and held it in 3 quarters. The position peaked at $217K in Q1 2025. 758 funds tracked by Wall St. Rank hold SSNC as of Q4 2025.

  • Sound View Wealth Advisors Group reported no remaining SS&C Technologies position as of Q4 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 2,373 SS&C Technologies shares in Q4 2025, an estimated $211K.
  • Sound View Wealth Advisors Group first reported a position in SS&C Technologies in Q1 2025 and held it in 3 quarters.
  • Sound View Wealth Advisors Group's SS&C Technologies position peaked at $217K in Q1 2025.
  • 758 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.