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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Twin Peaks Wealth Advisors's SSNC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in SS&C Technologies (SSNC) in Q1 2026: 73 shares worth $4.93K. The stake represents ﹤0.01% of the portfolio and ranks #1404 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SSNC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SSNC in Q2 2025 and has held it in 2 quarters since. 717 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 73 shares of SS&C Technologies worth $4.93K as of Q1 2026.
  • SS&C Technologies was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • SS&C Technologies made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1404 holding.
  • Twin Peaks Wealth Advisors first reported a position in SS&C Technologies in Q2 2025 and has held it in 2 quarters since.
  • 717 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.