UF
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Univest Financial’s SS&C Technologies SSNC Stock Holding History

Univest Financial’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 		$723K Sell
11,658
-15,830
-58% -$1.07M 0.04% 178
2026
Q1 		$1.86M Sell
27,488
-112,427
-80% -$8.64M 0.1% 123
2025
Q4 		$12.2M Sell
139,915
-490
-0.3% -$41.8K 0.65% 35
2025
Q3 		$12.5M Buy
140,405
+1,085
+0.8% +$93.9K 0.7% 34
2025
Q2 		$11.5M Sell
139,320
-35
-0% -$2.75K 0.69% 36
2025
Q1 		$11.6M Sell
139,355
-9,043
-6% -$748K 0.76% 32
2024
Q4 		$11.2M Sell
148,398
-1,479
-1% -$111K 0.71% 35
2024
Q3 		$11.1M Buy
149,877
+87,810
+141% +$6.23M 0.73% 35
2024
Q2 		$3.89M Sell
62,067
-1,680
-3% -$104K 1.08% 33
2024
Q1 		$4.1M Buy
63,747
+1,356
+2% +$84.2K 1.15% 31
2023
Q4 		$3.81M Sell
62,391
-4,063
-6% -$222K 1.13% 32
2023
Q3 		$3.49M Buy
66,454
+758
+1% +$43.3K 1.17% 31
2023
Q2 		$3.98M Buy
65,696
+1,212
+2% +$68.9K 1.2% 31
2023
Q1 		$3.64M Buy
64,484
+359
+0.6% +$20.7K 1.14% 37
2022
Q4 		$3.34M Buy
64,125
+25,566
+66% +$1.3M 1.05% 36
2022
Q3 		$1.84M Sell
38,559
-15,456
-29% -$890K 0.6% 49
2022
Q2 		$3.14M Buy
54,015
+3,567
+7% +$229K 1.02% 40
2022
Q1 		$3.79M Buy
+50,448
New +$3.94M 1.07% 40

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

Univest Financial's SSNC Position: Q2 2026 in Review

Univest Financial reduced its SS&C Technologies (SSNC) stake by 58% in Q2 2026, selling an estimated $1.07M and leaving 11,658 shares worth $723K. The position accounts for 0.04% of the portfolio, ranked #178.

Univest Financial first reported a position in SSNC in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.5M in Q3 2025. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Univest Financial held 11,658 shares of SS&C Technologies worth $723K as of Q2 2026.
  • Univest Financial sold 15,830 SS&C Technologies shares in Q2 2026, an estimated $1.07M.
  • SS&C Technologies made up 0.04% of Univest Financial's portfolio in Q2 2026, its #178 holding.
  • Univest Financial first reported a position in SS&C Technologies in Q1 2022 and has held it in 18 quarters since.
  • Univest Financial's SS&C Technologies position peaked at $12.5M in Q3 2025.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.