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Wood Tarver Financial Group’s SS&C Technologies SSNC Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-5
Closed – – 572
2025
Q2 		$0 Hold
5
– – ﹤0.01% 694
2025
Q1 		$418 Hold
5
– – ﹤0.01% 657
2024
Q4 		$0 Buy
+5
New +$374 ﹤0.01% 761

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wood Tarver Financial Group's SSNC Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of SS&C Technologies (SSNC) in Q3 2025, closing a stake of 5 shares.

Wood Tarver Financial Group first reported a position in SSNC in Q4 2024 and held it in 3 quarters. The position peaked at $418 in Q1 2025. 722 funds tracked by Wall St. Rank hold SSNC as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining SS&C Technologies position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 5 SS&C Technologies shares in Q3 2025.
  • Wood Tarver Financial Group first reported a position in SS&C Technologies in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's SS&C Technologies position peaked at $418 in Q1 2025.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.