SteelPeak Wealth’s SS&C Technologies SSNC Stock Holding History

SteelPeak Wealth’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 Q3	–	Sell	-2,657	Closed	-$220K	–	655
2025 Q2	$220K	Buy	+2,657	New	+$209K	0.01%	480

Other funds holding SSNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SteelPeak Wealth's SSNC Position: Q3 2025 in Review

SteelPeak Wealth sold out of SS&C Technologies (SSNC) in Q3 2025, closing a stake of 2,657 shares — an estimated $220K sold.

SteelPeak Wealth first reported a position in SSNC in Q2 2025 and held it in 1 quarter. The position peaked at $220K in Q2 2025. 722 funds tracked by Wall St. Rank hold SSNC as of Q3 2025.

SteelPeak Wealth reported no remaining SS&C Technologies position as of Q3 2025 after selling out during the quarter.
SteelPeak Wealth sold 2,657 SS&C Technologies shares in Q3 2025, an estimated $220K.
SteelPeak Wealth first reported a position in SS&C Technologies in Q2 2025 and held it in 1 quarter.
SteelPeak Wealth's SS&C Technologies position peaked at $220K in Q2 2025.
722 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.