Foster Victor Wealth Advisors, LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1769063
GREENVILLE, SC
Position in SSNC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$11,244,018
-$995,611 QoQ
Shares Held
181,209
+0.0% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#126
of 719 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Foster Victor Wealth Advisors, LLC holds $60,610,620 across 8 Software - Application names. SSNC ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
102,149 | $16,002,662 | |
| 2 | UBER |
Uber Technologies, Inc
|
214,725 | $15,494,556 | |
| 3 | SSNC |
SS&C Technologies Holdings Inc
This page
|
181,209 | $11,244,018 | |
| 4 | NOW |
ServiceNow, Inc.
|
94,859 | $9,417,601 | |
| 5 | ADBE |
Adobe Inc.
|
35,049 | $7,185,745 | |
| 6 | PAYC |
Paycom Software, Inc.
|
5,348 | $672,136 | |
| 7 | SAP |
Sap SE
|
2,564 | $395,138 | |
| 8 | SNOW |
Snowflake Inc.
|
781 | $198,764 |
All Filings in SSNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,244,018 | 181,209 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $12,239,629 | 181,140 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $25,825,004 | 295,413 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $24,272,575 | 273,463 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $21,938,605 | 264,959 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $22,345,026 | 267,509 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $20,699,837 | 273,157 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $19,226,697 | 259,085 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $17,546,910 | 279,989 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $15,700,551 | 243,911 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $13,032,074 | 213,256 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $10,515,197 | 200,137 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $11,567,388 | 190,881 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $10,245,408 | 181,431 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $9,056,669 | 173,966 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $7,148,127 | 149,699 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $7,287,726 | 125,499 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $7,703,128 | 102,681 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $7,003,223 | 85,426 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $4,963,973 | 71,527 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $4,377,645 | 60,750 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,151,276 | 45,102 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,895,355 | 26,053 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $934,065 | 15,434 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $407,107 | 7,208 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||