West Branch Capital’s SS&C Technologies SSNC Stock Holding History

West Branch 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 Q2	$8.81K	Hold	142	–	–	﹤0.01%	244
2026 Q1	$9.6K	Hold	142	–	–	﹤0.01%	231
2025 Q4	$12.4K	Hold	142	–	–	﹤0.01%	237
2025 Q3	$12.6K	Hold	142	–	–	﹤0.01%	249
2025 Q2	$11.8K	Hold	142	–	–	﹤0.01%	255
2025 Q1	$11.9K	Hold	142	–	–	﹤0.01%	265
2024 Q4	$10.8K	Hold	142	–	–	﹤0.01%	261
2024 Q3	$10.5K	Buy	142 +2	+1%	+$142	﹤0.01%	266
2024 Q2	$8.77K	Hold	140	–	–	﹤0.01%	284
2024 Q1	$9.01K	Hold	140	–	–	﹤0.01%	285
2023 Q4	$8.56K	Hold	140	–	–	﹤0.01%	289
2023 Q3	$7.36K	Hold	140	–	–	﹤0.01%	300
2023 Q2	$8.48K	Hold	140	–	–	﹤0.01%	299
2023 Q1	$7.91K	Hold	140	–	–	﹤0.01%	309
2022 Q4	$7.29K	Hold	140	–	–	﹤0.01%	309
2022 Q3	$7K	Hold	140	–	–	﹤0.01%	318
2022 Q2	$8K	Hold	140	–	–	﹤0.01%	296
2022 Q1	$11K	Hold	140	–	–	0.01%	290
2021 Q4	$11K	Hold	140	–	–	﹤0.01%	320
2021 Q3	$10K	Hold	140	–	–	﹤0.01%	312
2021 Q2	$10K	Buy	+140	New	+$10.2K	﹤0.01%	328

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

West Branch Capital's SSNC Position: Q2 2026 in Review

West Branch Capital held its SS&C Technologies (SSNC) position steady in Q2 2026 at 142 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

West Branch Capital first reported a position in SSNC in Q2 2021 and has held it in 21 quarters since. The position peaked at $12.6K in Q3 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

West Branch Capital held 142 shares of SS&C Technologies worth $8.81K as of Q2 2026.
West Branch Capital left its SS&C Technologies share count unchanged in Q2 2026.
SS&C Technologies made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #244 holding.
West Branch Capital first reported a position in SS&C Technologies in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's SS&C Technologies position peaked at $12.6K in Q3 2025.
724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.