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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

SSNC holding history

SS&C Technologies Holdings Inc in every 13F filed by Avion Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SSNC overviewAll 13F holders of SSNCFull Q2 2026 holdings

Shares (Q2 2026)
46
Value
$2.00K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of SSNC by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646$2.00K<0.1%+6+15.0%AddedHolders
Q1 202640$2.00K<0.1%+17+73.9%AddedHolders
Q4 202523$2.00K<0.1%−12−34.3%ReducedHolders
Q3 202535$3.00K<0.1%+12+52.2%AddedHolders
Q2 202523$1.00K<0.1%−3−11.5%ReducedHolders
Q1 202526$1.00K<0.1%00.0%UnchangedHolders
Q4 202426$1.00K<0.1%+7+36.8%AddedHolders
Q3 202419$1.00K<0.1%00.0%UnchangedHolders
Q2 202419$1.00K<0.1%00.0%UnchangedHolders
Q1 202419$2.00K<0.1%00.0%UnchangedHolders
Q4 202319$1.00K<0.1%−65−77.4%ReducedHolders
Q3 202384$4.00K<0.1%+42+100.0%AddedHolders
Q2 202342$2.00K<0.1%+18+75.0%AddedHolders
Q1 202324$1.00K<0.1%+24NewHolders