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Wealth Enhancement Trust Services’s SS&C Technologies SSNC Stock Holding History

Wealth Enhancement Trust Services’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 		$49K Buy
789
+72
+10% +$4.89K 0.01% 486
2026
Q1 		$48.4K Hold
717
– – 0.01% 459
2025
Q4 		$62.7K Buy
+717
New +$61.1K 0.01% 402

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Trust Services's SSNC Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its SS&C Technologies (SSNC) stake by 10% in Q2 2026, buying an estimated $4.89K and bringing the position to 789 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #486.

Wealth Enhancement Trust Services first reported a position in SSNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $62.7K in Q4 2025. 504 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Wealth Enhancement Trust Services held 789 shares of SS&C Technologies worth $49K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 72 SS&C Technologies shares in Q2 2026, an estimated $4.89K.
  • SS&C Technologies made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #486 holding.
  • Wealth Enhancement Trust Services first reported a position in SS&C Technologies in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's SS&C Technologies position peaked at $62.7K in Q4 2025.
  • 504 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.