Valley Wealth Managers
SSNC icon

Valley Wealth Managers’s SS&C Technologies SSNC Stock Holding History

Valley Wealth Managers’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
Q3 		$20M Buy
259,292
+5,281
+2% +$407K 1.14% 40
2026
Q2 		$15.8M Buy
254,011
+16,719
+7% +$1.13M 0.91% 41
2026
Q1 		$16M Buy
237,292
+6,590
+3% +$507K 1.03% 41
2025
Q4 		$20.2M Buy
230,702
+4,879
+2% +$416K 1.29% 33
2025
Q3 		$20M Sell
225,823
-1,354
-0.6% -$117K 1.33% 36
2025
Q2 		$18.8M Sell
227,177
-3,305
-1% -$260K 1.35% 36
2025
Q1 		$19.3M Sell
230,482
-9,884
-4% -$818K 1.46% 30
2024
Q4 		$18.2M Sell
240,366
-5,994
-2% -$448K 1.36% 34
2024
Q3 		$18.3M Sell
246,360
-7,010
-3% -$497K 1.35% 34
2024
Q2 		$15.9M Buy
253,370
+10,074
+4% +$625K 1.26% 36
2024
Q1 		$15.7M Sell
243,296
-1,296
-0.5% -$80.5K 1.18% 40
2023
Q4 		$14.9M Buy
244,592
+14,917
+6% +$815K 1.17% 39
2023
Q3 		$12.1M Sell
229,675
-3,880
-2% -$222K 1.01% 45
2023
Q2 		$14.2M Sell
233,555
-3,010
-1% -$171K 1.27% 39
2023
Q1 		$13.4M Buy
236,565
+10,728
+5% +$618K 1.22% 42
2022
Q4 		$11.8M Sell
225,837
-26,118
-10% -$1.32M 1.09% 42
2022
Q3 		$12M Buy
251,955
+17,086
+7% +$984K 1.2% 41
2022
Q2 		$13.6M Buy
234,869
+15,112
+7% +$972K 1.28% 39
2022
Q1 		$16.5M Sell
219,757
-2,448
-1% -$191K 1.38% 37
2021
Q4 		$18.2M Sell
222,205
-2,406
-1% -$185K 1.46% 35
2021
Q3 		$15.6M Sell
224,611
-283
-0.1% -$21K 1.36% 41
2021
Q2 		$16.2M Sell
224,894
-2,103
-0.9% -$154K 1.37% 42
2021
Q1 		$15.9M Buy
226,997
+6,052
+3% +$409K 1.43% 41
2020
Q4 		$16.1M Sell
220,945
-7,864
-3% -$527K 1.57% 33
2020
Q3 		$13.8M Sell
228,809
-1,793
-0.8% -$107K 1.52% 31
2020
Q2 		$13M Buy
230,602
+1,630
+0.7% +$88.8K 1.46% 33
2020
Q1 		$10M Buy
228,972
+10,952
+5% +$619K 1.3% 35
2019
Q4 		$13.4M Sell
218,020
-4,365
-2% -$245K 1.34% 39
2019
Q3 		$11.5M Sell
222,385
-25,210
-10% -$1.29M 1.22% 41
2019
Q2 		$14.3M Buy
247,595
+15,677
+7% +$945K 1.51% 34
2019
Q1 		$14.8M Buy
+231,918
New +$12.9M 1.61% 33

Other funds holding SSNC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Valley Wealth Managers's SSNC Position: Q3 2026 in Review

Valley Wealth Managers increased its SS&C Technologies (SSNC) stake by 2.1% in Q3 2026, buying an estimated $407K and bringing the position to 259,292 shares worth $20M. The position accounts for 1.14% of the portfolio, ranked #40.

Valley Wealth Managers first reported a position in SSNC in Q1 2019 and has held it in 31 quarters since. The position peaked at $20.2M in Q4 2025. 118 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • Valley Wealth Managers held 259,292 shares of SS&C Technologies worth $20M as of Q3 2026.
  • Valley Wealth Managers bought 5,281 SS&C Technologies shares in Q3 2026, an estimated $407K.
  • SS&C Technologies made up 1.14% of Valley Wealth Managers's portfolio in Q3 2026, its #40 holding.
  • Valley Wealth Managers first reported a position in SS&C Technologies in Q1 2019 and has held it in 31 quarters since.
  • Valley Wealth Managers's SS&C Technologies position peaked at $20.2M in Q4 2025.
  • 118 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.