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Ss&c Technologies Holding shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Ss&c Technologies Holding (SSNC) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Ss&c Technologies Holding

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All positions including Ss&c Technologies Holding held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ss&c Technologies Holding by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3k 34 67.56

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Ss&c Technologies Holding

Vanguard Group
BlackRock
Vanguard Portfolio Management
Pzena Investment Management
Vanguard Capital Management
Henderson Group
FMR
State Street Corporation
Citadel Advisors
Bank Of Montreal
Swedbank AB
Geode Capital Management
Cantillon Capital Mgnt
Dimensional Fund Advisors
AQR Capital Management

View all funds holding Ss&c Technologies Holding