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Sylvest Advisors’s SS&C Technologies SSNC Stock Holding History

Sylvest 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 		$576K Buy
9,280
+685
+8% +$46.5K 0.26% 47
2026
Q1 		$581K Buy
8,595
+1,030
+14% +$79.2K 0.31% 43
2025
Q4 		$661K Buy
7,565
+1,150
+18% +$98.1K 0.35% 35
2025
Q3 		$569K Sell
6,415
-77
-1% -$6.67K 0.31% 44
2025
Q2 		$538K Buy
6,492
+1,270
+24% +$99.8K 0.31% 49
2025
Q1 		$436K Buy
5,222
+410
+9% +$33.9K 0.27% 57
2024
Q4 		$365K Buy
+4,812
New +$360K 0.22% 62

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sylvest Advisors's SSNC Position: Q2 2026 in Review

Sylvest Advisors increased its SS&C Technologies (SSNC) stake by 8% in Q2 2026, buying an estimated $46.5K and bringing the position to 9,280 shares worth $576K. The position accounts for 0.26% of the portfolio, ranked #47.

Sylvest Advisors first reported a position in SSNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $661K in Q4 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Sylvest Advisors held 9,280 shares of SS&C Technologies worth $576K as of Q2 2026.
  • Sylvest Advisors bought 685 SS&C Technologies shares in Q2 2026, an estimated $46.5K.
  • SS&C Technologies made up 0.26% of Sylvest Advisors's portfolio in Q2 2026, its #47 holding.
  • Sylvest Advisors first reported a position in SS&C Technologies in Q4 2024 and has held it in 7 quarters since.
  • Sylvest Advisors's SS&C Technologies position peaked at $661K in Q4 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Sylvest Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.