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Vest Financial’s SS&C Technologies SSNC Stock Holding History

Vest 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 		$1.78M Buy
28,731
+14,169
+97% +$961K 0.02% 353
2026
Q1 		$984K Buy
14,562
+4,537
+45% +$349K 0.01% 363
2025
Q4 		$876K Buy
10,025
+4,016
+67% +$342K 0.01% 371
2025
Q3 		$533K Buy
6,009
+1,628
+37% +$141K 0.01% 376
2025
Q2 		$363K Buy
4,381
+1,072
+32% +$84.3K 0.01% 377
2025
Q1 		$276K Buy
+3,309
New +$274K ﹤0.01% 381

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial's SSNC Position: Q2 2026 in Review

Vest Financial increased its SS&C Technologies (SSNC) stake by 97% in Q2 2026, buying an estimated $961K and bringing the position to 28,731 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #353.

Vest Financial first reported a position in SSNC in Q1 2025 and has held it in 6 quarters since. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Vest Financial held 28,731 shares of SS&C Technologies worth $1.78M as of Q2 2026.
  • Vest Financial bought 14,169 SS&C Technologies shares in Q2 2026, an estimated $961K.
  • SS&C Technologies made up 0.02% of Vest Financial's portfolio in Q2 2026, its #353 holding.
  • Vest Financial first reported a position in SS&C Technologies in Q1 2025 and has held it in 6 quarters since.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.