1620 Investment Advisors’s SS&C Technologies SSNC Stock Holding History

1620 Investment Advisors’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	$152K	Sell	2,446 -21	-0.9%	-$1.43K	0.09%	213
2026 Q1	$167K	Buy	2,467 +756	+44%	+$58.1K	0.11%	178
2025 Q4	$150K	Buy	1,711 +160	+10%	+$13.6K	0.1%	187
2025 Q3	$138K	Buy	1,551 +4	+0.3%	+$346	0.09%	188
2025 Q2	$128K	Buy	1,547 +17	+1%	+$1.34K	0.09%	195
2025 Q1	$128K	Buy	1,530 +867	+131%	+$71.8K	0.1%	183
2024 Q4	$50.2K	Sell	663 -14	-2%	-$1.05K	0.04%	300
2024 Q3	$50.2K	Sell	677 -65	-9%	-$4.61K	0.04%	300
2024 Q2	$46.5K	Buy	+742	New	+$46K	0.04%	305

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1620 Investment Advisors's SSNC Position: Q2 2026 in Review

1620 Investment Advisors reduced its SS&C Technologies (SSNC) stake by 0.85% in Q2 2026, selling an estimated $1.43K and leaving 2,446 shares worth $152K. The position accounts for 0.09% of the portfolio, ranked #213.

1620 Investment Advisors first reported a position in SSNC in Q2 2024 and has held it in 9 quarters since. The position peaked at $167K in Q1 2026. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

1620 Investment Advisors held 2,446 shares of SS&C Technologies worth $152K as of Q2 2026.
1620 Investment Advisors sold 21 SS&C Technologies shares in Q2 2026, an estimated $1.43K.
SS&C Technologies made up 0.09% of 1620 Investment Advisors's portfolio in Q2 2026, its #213 holding.
1620 Investment Advisors first reported a position in SS&C Technologies in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's SS&C Technologies position peaked at $167K in Q1 2026.
724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.