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 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

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 40.89% 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

Toth Financial Advisory's SSNC Position: Q2 2026 in Review

Toth Financial Advisory sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 1 share — an estimated $68 sold.

Toth Financial Advisory first reported a position in SSNC in Q3 2018 and held it in 8 quarters. The position peaked at $494K in Q3 2018. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Toth Financial Advisory reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
Toth Financial Advisory sold 1 SS&C Technologies share in Q2 2026, an estimated $68.
Toth Financial Advisory first reported a position in SS&C Technologies in Q3 2018 and held it in 8 quarters.
Toth Financial Advisory's SS&C Technologies position peaked at $494K in Q3 2018.
724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.