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

United Capital 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 		$231K Sell
3,719
-2,302
-38% -$156K ﹤0.01% 1482
2026
Q1 		$407K Buy
6,021
+476
+9% +$36.6K ﹤0.01% 1171
2025
Q4 		$485K Buy
5,545
+31
+0.6% +$2.64K ﹤0.01% 973
2025
Q3 		$489K Sell
5,514
-440
-7% -$38.1K ﹤0.01% 864
2025
Q2 		$493K Sell
5,954
-2,164
-27% -$170K ﹤0.01% 784
2025
Q1 		$678K Buy
8,118
+204
+3% +$16.9K 0.01% 667
2024
Q4 		$600K Sell
7,914
-772
-9% -$57.8K 0.01% 687
2024
Q3 		$645K Buy
8,686
+683
+9% +$48.4K 0.01% 661
2024
Q2 		$502K Sell
8,003
-585
-7% -$36.3K ﹤0.01% 713
2024
Q1 		$553K Sell
8,588
-1,391
-14% -$86.4K ﹤0.01% 713
2023
Q4 		$610K Sell
9,979
-5,621
-36% -$307K 0.01% 677
2023
Q3 		$820K Sell
15,600
-9,301
-37% -$532K 0.01% 553
2023
Q2 		$1.51M Sell
24,901
-2,680
-10% -$152K 0.01% 478
2023
Q1 		$1.56M Buy
27,581
+475
+2% +$27.4K 0.01% 490
2022
Q4 		$1.41M Buy
27,106
+5,906
+28% +$299K 0.01% 550
2022
Q3 		$1.01M Buy
21,200
+7,497
+55% +$432K 0.01% 607
2022
Q2 		$796K Buy
13,703
+7,293
+114% +$469K ﹤0.01% 676
2022
Q1 		$481K Buy
+6,410
New +$501K ﹤0.01% 842
2019
Q3 		– Sell
-12,409
Closed -$715K – 1464
2019
Q2 		$715K Buy
+12,409
New +$748K ﹤0.01% 919

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 40.91% 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

United Capital Financial Advisors's SSNC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its SS&C Technologies (SSNC) stake by 38% in Q2 2026, selling an estimated $156K and leaving 3,719 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

United Capital Financial Advisors first reported a position in SSNC in Q2 2019 and has held it in 19 quarters since. The position peaked at $1.56M in Q1 2023. 722 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • United Capital Financial Advisors held 3,719 shares of SS&C Technologies worth $231K as of Q2 2026.
  • United Capital Financial Advisors sold 2,302 SS&C Technologies shares in Q2 2026, an estimated $156K.
  • SS&C Technologies made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1482 holding.
  • United Capital Financial Advisors first reported a position in SS&C Technologies in Q2 2019 and has held it in 19 quarters since.
  • United Capital Financial Advisors's SS&C Technologies position peaked at $1.56M in Q1 2023.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

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