TFC Financial Management’s SS&C Technologies SSNC Stock Holding History

TFC Financial Management’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	$63	Hold	1	–	–	﹤0.01%	972
2026 Q1	$68	Hold	1	–	–	﹤0.01%	920
2025 Q4	$88	Hold	1	–	–	﹤0.01%	879
2025 Q3	$89	Hold	1	–	–	﹤0.01%	907
2025 Q2	$83	Hold	1	–	–	﹤0.01%	913
2025 Q1	$84	Hold	1	–	–	﹤0.01%	851
2024 Q4	$76	Hold	1	–	–	﹤0.01%	868
2024 Q3	$75	Hold	1	–	–	﹤0.01%	891
2024 Q2	$63	Hold	1	–	–	﹤0.01%	886
2024 Q1	$65	Buy	+1	New	+$62	﹤0.01%	878
2023 Q2	–	Sell	-50	Closed	-$2.82K	–	745
2023 Q1	$2.82K	Buy	+50	New	+$2.88K	﹤0.01%	435

Other funds holding SSNC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

WCM

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

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

FWIA

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ZIC

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

TFC Financial Management's SSNC Position: Q2 2026 in Review

TFC Financial Management held its SS&C Technologies (SSNC) position steady in Q2 2026 at 1 share worth $63. The position accounts for ﹤0.01% of the portfolio, ranked #972.

TFC Financial Management first reported a position in SSNC in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.82K in Q1 2023. 263 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

TFC Financial Management held 1 share of SS&C Technologies worth $63 as of Q2 2026.
TFC Financial Management left its SS&C Technologies share count unchanged in Q2 2026.
SS&C Technologies made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #972 holding.
TFC Financial Management first reported a position in SS&C Technologies in Q1 2023 and has held it in 11 quarters since.
TFC Financial Management's SS&C Technologies position peaked at $2.82K in Q1 2023.
263 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.