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TD Private Client Wealth’s SS&C Technologies SSNC Stock Holding History

TD Private Client 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
2026
Q2 		$200K Sell
3,230
-10,136
-76% -$688K ﹤0.01% 671
2026
Q1 		$903K Sell
13,366
-16,659
-55% -$1.28M 0.02% 379
2025
Q4 		$2.62M Buy
30,025
+1,070
+4% +$91.2K 0.06% 208
2025
Q3 		$2.57M Sell
28,955
-381
-1% -$33K 0.06% 212
2025
Q2 		$2.43M Buy
29,336
+2,739
+10% +$215K 0.06% 214
2025
Q1 		$2.22M Buy
26,597
+2,773
+12% +$230K 0.06% 206
2024
Q4 		$1.81M Buy
23,824
+3,229
+16% +$242K 0.05% 245
2024
Q3 		$1.53M Sell
20,595
-340
-2% -$24.1K 0.04% 294
2024
Q2 		$1.31M Sell
20,935
-1,676
-7% -$104K 0.04% 304
2024
Q1 		$1.46M Sell
22,611
-1,338
-6% -$83.1K 0.05% 292
2023
Q4 		$1.46M Sell
23,949
-1,827
-7% -$99.8K 0.05% 272
2023
Q3 		$1.35M Sell
25,776
-1,298
-5% -$74.2K 0.06% 273
2023
Q2 		$1.64M Buy
27,074
+567
+2% +$32.2K 0.07% 251
2023
Q1 		$1.5M Buy
26,507
+2,142
+9% +$123K 0.07% 267
2022
Q4 		$1.27M Sell
24,365
-12,145
-33% -$616K 0.06% 283
2022
Q3 		$1.74M Buy
36,510
+2,892
+9% +$167K 0.09% 229
2022
Q2 		$1.95M Buy
33,618
+6,318
+23% +$406K 0.1% 210
2022
Q1 		$2.05M Sell
27,300
-1,512
-5% -$118K 0.09% 229
2021
Q4 		$2.36M Sell
28,812
-4,660
-14% -$359K 0.1% 210
2021
Q3 		$2.32M Sell
33,472
-1,227
-4% -$91K 0.1% 205
2021
Q2 		$2.5M Buy
34,699
+5,993
+21% +$438K 0.11% 201
2021
Q1 		$2.01M Buy
28,706
+19,811
+223% +$1.34M 0.09% 224
2020
Q4 		$647K Sell
8,895
-290
-3% -$19.4K 0.03% 348
2020
Q3 		$556K Buy
9,185
+3,115
+51% +$186K 0.03% 346
2020
Q2 		$343K Buy
6,070
+6,065
+121,300% +$331K 0.02% 392
2020
Q1 		$219 Hold
5
– – ﹤0.01% 1043
2019
Q4 		$307 Buy
+5
New +$280 ﹤0.01% 1049

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

TD Private Client Wealth's SSNC Position: Q2 2026 in Review

TD Private Client Wealth reduced its SS&C Technologies (SSNC) stake by 76% in Q2 2026, selling an estimated $688K and leaving 3,230 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

TD Private Client Wealth first reported a position in SSNC in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.62M in Q4 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • TD Private Client Wealth held 3,230 shares of SS&C Technologies worth $200K as of Q2 2026.
  • TD Private Client Wealth sold 10,136 SS&C Technologies shares in Q2 2026, an estimated $688K.
  • SS&C Technologies made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #671 holding.
  • TD Private Client Wealth first reported a position in SS&C Technologies in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's SS&C Technologies position peaked at $2.62M in Q4 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.