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Wedmont Private Capital’s SS&C Technologies SSNC Stock Holding History

Wedmont Private Capital’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
Q1 		– Sell
-2,616
Closed -$231K – 878
2025
Q4 		$231K Sell
2,616
-173
-6% -$14.8K 0.01% 731
2025
Q3 		$244K Buy
2,789
+151
+6% +$13.1K 0.01% 680
2025
Q2 		$220K Sell
2,638
-65
-2% -$5.11K 0.01% 696
2025
Q1 		$206K Buy
+2,703
New +$224K 0.01% 655

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wedmont Private Capital's SSNC Position: Q1 2026 in Review

Wedmont Private Capital sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 2,616 shares — an estimated $231K sold.

Wedmont Private Capital first reported a position in SSNC in Q1 2025 and held it in 4 quarters. The position peaked at $244K in Q3 2025. 721 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Wedmont Private Capital reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 2,616 SS&C Technologies shares in Q1 2026, an estimated $231K.
  • Wedmont Private Capital first reported a position in SS&C Technologies in Q1 2025 and held it in 4 quarters.
  • Wedmont Private Capital's SS&C Technologies position peaked at $244K in Q3 2025.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Wedmont Private Capital's 13F filing for Q1 2026, filed 9 Apr 2026.