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Ss&c Technologies Holding shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Ss&c Technologies Holding (SSNC) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Ss&c Technologies Holding

Tip: Access up to 7 years of quarterly data

All positions including Ss&c Technologies Holding held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ss&c Technologies Holding by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $240k 2.7k 87.42
2024-03-31 $252k 4.0k 62.72
2023-06-30 $230k 4.0k 57.25
2023-03-31 $1.1M 20k 54.98

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View all positions for Cm Wealth Advisors

Top funds holding Ss&c Technologies Holding

BlackRock
Vanguard Group
Henderson Group
Pzena Investment Management
State Street Corporation
FMR
Burgundy Asset Management
Robeco Investment Management
Cantillon Capital Mgnt
Geode Capital Management
Swedbank AB
Diamond Hill Capital Management
Dimensional Fund Advisors
AQR Capital Management
Franklin Resources

View all funds holding Ss&c Technologies Holding