TopTier Wealth Management’s SS&C Technologies SSNC Stock Holding History

TopTier Wealth 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	–	Sell	-8	Closed	-$541	–	650
2026 Q1	$541	Buy	+8	New	+$615	﹤0.01%	582

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TopTier Wealth Management's SSNC Position: Q2 2026 in Review

TopTier Wealth Management sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 8 shares — an estimated $541 sold.

TopTier Wealth Management first reported a position in SSNC in Q1 2026 and held it in 1 quarter. The position peaked at $541 in Q1 2026. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

TopTier Wealth Management reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 8 SS&C Technologies shares in Q2 2026, an estimated $541.
TopTier Wealth Management first reported a position in SS&C Technologies in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's SS&C Technologies position peaked at $541 in Q1 2026.
720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.