Thurston Springer Miller Herd & Titak’s SS&C Technologies SSNC Stock Holding History

Thurston Springer Miller Herd & Titak’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	$10.1K	Hold	162	–	–	﹤0.01%	842
2026 Q1	$10.9K	Hold	162	–	–	﹤0.01%	892
2025 Q4	$14.2K	Buy	+162	New	+$13.8K	﹤0.01%	850
2025 Q3	–	Sell	-162	Closed	-$13.4K	–	1259
2025 Q2	$13.4K	Hold	162	–	–	﹤0.01%	1072
2025 Q1	$13.5K	Hold	162	–	–	﹤0.01%	1008
2024 Q4	$12.3K	Hold	162	–	–	﹤0.01%	840
2024 Q3	$12K	Hold	162	–	–	﹤0.01%	964
2024 Q2	$10.2K	Buy	+162	New	+$10.1K	﹤0.01%	997

Other funds holding SSNC

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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return