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Wealthspire Advisors (New York)’s SS&C Technologies SSNC Stock Holding History

Wealthspire Advisors (New York)’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
-381
Closed -$33.8K – 2646
2025
Q3 		$33.8K Buy
+381
New +$33K ﹤0.01% 1397

Other funds holding SSNC

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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 $34.1B AUM 23.81% 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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealthspire Advisors (New York)'s SSNC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of SS&C Technologies (SSNC) in Q4 2025, closing a stake of 381 shares — an estimated $33.8K sold.

Wealthspire Advisors (New York) first reported a position in SSNC in Q3 2025 and held it in 1 quarter. The position peaked at $33.8K in Q3 2025. 757 funds tracked by Wall St. Rank hold SSNC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining SS&C Technologies position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 381 SS&C Technologies shares in Q4 2025, an estimated $33.8K.
  • Wealthspire Advisors (New York) first reported a position in SS&C Technologies in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s SS&C Technologies position peaked at $33.8K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.