Planning Strategies Inc.’s SS&C Technologies SSNC Stock Holding History

Planning Strategies Inc.’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	$124	Buy	+2	New	+$136	﹤0.01%	1024

Other funds holding SSNC

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

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Planning Strategies Inc.'s SSNC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in SS&C Technologies (SSNC) in Q2 2026: 2 shares worth $124. The stake represents ﹤0.01% of the portfolio and ranks #1024 among its holdings.

168 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Planning Strategies Inc. held 2 shares of SS&C Technologies worth $124 as of Q2 2026.
SS&C Technologies was a new Planning Strategies Inc. position in Q2 2026.
SS&C Technologies made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1024 holding.
168 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.