Toth Financial Advisory’s SS&C Technologies SSNC Stock Holding History

Toth Financial Advisory’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 Q3	$1.23K	Buy	+16	New	+$1.23K	﹤0.01%	899
2026 Q2	–	Sell	-1	Closed	-$68	–	997
2026 Q1	$68	Hold	1	–	–	﹤0.01%	912
2025 Q4	$88	Buy	+1	New	+$85	﹤0.01%	901
2024 Q3	–	Sell	-15	Closed	-$941	–	771
2024 Q2	$941	Buy	+15	New	+$931	﹤0.01%	701
2023 Q4	–	Sell	-30	Closed	-$1.58K	–	789
2023 Q3	$1.58K	Buy	+30	New	+$1.72K	﹤0.01%	656
2020 Q3	–	Sell	-10	Closed	-$1K	–	601
2020 Q2	$1K	Buy	+10	New	+$545	﹤0.01%	520
2019 Q3	–	Sell	-1,000	Closed	-$58K	–	506
2019 Q2	$58K	Sell	1,000 -4,325	-81%	-$261K	0.01%	217
2019 Q1	$339K	Buy	+5,325	New	+$296K	0.08%	131
2018 Q4	–	Sell	-8,700	Closed	-$494K	–	455
2018 Q3	$494K	Buy	+8,700	New	+$483K	0.11%	119

Other funds holding SSNC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Norris Perne & French Grand Rapids, Michigan $2.29B AUM 28.29% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Toth Financial Advisory's SSNC Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in SS&C Technologies (SSNC) in Q3 2026: 16 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #899 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in SSNC as recently as Q1 2026.

Toth Financial Advisory first reported a position in SSNC in Q3 2018 and has held it in 9 quarters since. The position peaked at $494K in Q3 2018. 138 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

Toth Financial Advisory held 16 shares of SS&C Technologies worth $1.23K as of Q3 2026.
SS&C Technologies was a new Toth Financial Advisory position in Q3 2026.
SS&C Technologies made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #899 holding.
Toth Financial Advisory first reported a position in SS&C Technologies in Q3 2018 and has held it in 9 quarters since.
Toth Financial Advisory's SS&C Technologies position peaked at $494K in Q3 2018.
138 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.