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

Affinity 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
Q1 		$766K Buy
11,341
+1,720
+18% +$132K 0.48% 71
2025
Q4 		$841K Buy
9,621
+610
+7% +$52K 0.56% 64
2025
Q3 		$800K Buy
9,011
+670
+8% +$58K 0.54% 63
2025
Q2 		$691K Sell
8,341
-482
-5% -$37.9K 0.52% 68
2025
Q1 		$737K Buy
8,823
+1,400
+19% +$116K 0.6% 60
2024
Q4 		$563K Sell
7,423
-2,091
-22% -$156K 0.47% 78
2024
Q3 		$706K Hold
9,514
– – 0.48% 75
2024
Q2 		$596K Buy
+9,514
New +$590K 0.45% 79
2022
Q4 		– Sell
-6,049
Closed -$289K – 216
2022
Q3 		$289K Hold
6,049
– – 0.15% 170
2022
Q2 		$351K Buy
+6,049
New +$389K 0.17% 164

Other funds holding SSNC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return