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Transamerica Financial Advisors’s SS&C Technologies SSNC Stock Holding History

Transamerica Financial Advisors’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 		$201K Buy
3,238
+318
+11% +$21.6K 0.02% 418
2026
Q1 		$197K Buy
2,920
+1,306
+81% +$100K 0.02% 399
2025
Q4 		$141K Buy
1,614
+435
+37% +$37.1K 0.01% 410
2025
Q3 		$105K Buy
1,179
+275
+30% +$23.8K 0.01% 397
2025
Q2 		$74.8K Sell
904
-411
-31% -$32.3K 0.01% 291
2025
Q1 		$110K Sell
1,315
-66
-5% -$5.46K 0.01% 262
2024
Q4 		$105K Sell
1,381
-44
-3% -$3.29K 0.01% 265
2024
Q3 		$106K Sell
1,425
-522
-27% -$37K 0.01% 266
2024
Q2 		$122K Hold
1,947
– – 0.01% 226
2024
Q1 		$126K Sell
1,947
-7,404
-79% -$460K 0.01% 243
2023
Q4 		$572K Sell
9,351
-2,469
-21% -$135K 0.08% 162
2023
Q3 		$621K Sell
11,820
-4,627
-28% -$264K 0.08% 149
2023
Q2 		$997K Sell
16,447
-174
-1% -$9.89K 0.13% 143
2023
Q1 		$939K Buy
16,621
+8,379
+102% +$483K 0.12% 136
2022
Q4 		$430K Sell
8,242
-2,854
-26% -$145K 0.06% 172
2022
Q3 		$530K Sell
11,096
-424
-4% -$24.4K 0.08% 152
2022
Q2 		$669K Buy
+11,520
New +$741K 0.09% 150

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Transamerica Financial Advisors's SSNC Position: Q2 2026 in Review

Transamerica Financial Advisors increased its SS&C Technologies (SSNC) stake by 11% in Q2 2026, buying an estimated $21.6K and bringing the position to 3,238 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #418.

Transamerica Financial Advisors first reported a position in SSNC in Q2 2022 and has held it in 17 quarters since. The position peaked at $997K in Q2 2023. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Transamerica Financial Advisors held 3,238 shares of SS&C Technologies worth $201K as of Q2 2026.
  • Transamerica Financial Advisors bought 318 SS&C Technologies shares in Q2 2026, an estimated $21.6K.
  • SS&C Technologies made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #418 holding.
  • Transamerica Financial Advisors first reported a position in SS&C Technologies in Q2 2022 and has held it in 17 quarters since.
  • Transamerica Financial Advisors's SS&C Technologies position peaked at $997K in Q2 2023.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.