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Twin Peaks Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

Twin Peaks Wealth 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 		– Sell
-73
Closed -$4.93K – 1929
2026
Q1 		$4.93K Buy
+73
New +$5.61K ﹤0.01% 1404
2025
Q3 		– Sell
-7
Closed -$585 – 1853
2025
Q2 		$585 Buy
+7
New +$550 ﹤0.01% 1879

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 $3.37T AUM 44.26% 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

Twin Peaks Wealth Advisors's SSNC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 73 shares — an estimated $4.93K sold.

Twin Peaks Wealth Advisors first reported a position in SSNC in Q2 2025 and held it in 2 quarters. The position peaked at $4.93K in Q1 2026. 725 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 73 SS&C Technologies shares in Q2 2026, an estimated $4.93K.
  • Twin Peaks Wealth Advisors first reported a position in SS&C Technologies in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's SS&C Technologies position peaked at $4.93K in Q1 2026.
  • 725 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.