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Wealth Alliance’s SS&C Technologies SSNC Stock Holding History

Wealth Alliance’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
2025
Q4 		– Sell
-3,088
Closed -$274K – 593
2025
Q3 		$274K Sell
3,088
-205
-6% -$17.7K 0.03% 443
2025
Q2 		$273K Sell
3,293
-12
-0.4% -$943 0.03% 442
2025
Q1 		$276K Buy
3,305
+3
+0.1% +$248 0.03% 413
2024
Q4 		$250K Buy
3,302
+106
+3% +$7.93K 0.03% 430
2024
Q3 		$237K Sell
3,196
-41
-1% -$2.91K 0.03% 461
2024
Q2 		$203K Sell
3,237
-21
-0.6% -$1.3K 0.03% 486
2024
Q1 		$210K Sell
3,258
-23
-0.7% -$1.43K 0.03% 481
2023
Q4 		$200K Buy
+3,281
New +$179K 0.03% 490
2023
Q3 		– Sell
-3,943
Closed -$239K – 527
2023
Q2 		$239K Sell
3,943
-215
-5% -$12.2K 0.04% 437
2023
Q1 		$235K Buy
4,158
+247
+6% +$14.2K 0.04% 431
2022
Q4 		$204K Buy
+3,911
New +$198K 0.04% 462
2022
Q2 		– Sell
-2,720
Closed -$204K – 488
2022
Q1 		$204K Sell
2,720
-48
-2% -$3.75K 0.04% 422
2021
Q4 		$227K Sell
2,768
-634
-19% -$48.8K 0.05% 396
2021
Q3 		$236K Buy
3,402
+95
+3% +$7.04K 0.05% 371
2021
Q2 		$238K Buy
3,307
+408
+14% +$29.8K 0.06% 377
2021
Q1 		$203K Buy
+2,899
New +$196K 0.06% 370

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Alliance's SSNC Position: Q4 2025 in Review

Wealth Alliance sold out of SS&C Technologies (SSNC) in Q4 2025, closing a stake of 3,088 shares — an estimated $274K sold.

Wealth Alliance first reported a position in SSNC in Q1 2021 and held it in 16 quarters. The position peaked at $276K in Q1 2025. 757 funds tracked by Wall St. Rank hold SSNC as of Q4 2025.

  • Wealth Alliance reported no remaining SS&C Technologies position as of Q4 2025 after selling out during the quarter.
  • Wealth Alliance sold 3,088 SS&C Technologies shares in Q4 2025, an estimated $274K.
  • Wealth Alliance first reported a position in SS&C Technologies in Q1 2021 and held it in 16 quarters.
  • Wealth Alliance's SS&C Technologies position peaked at $276K in Q1 2025.
  • 757 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2025.

Based on Wealth Alliance's 13F filing for Q4 2025, filed 13 Feb 2026.