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Albion Financial Group’s SS&C Technologies SSNC Stock Holding History

Albion Financial Group’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 		– Sell
-40
Closed -$2.7K – 741
2026
Q1 		$2.7K Buy
+40
New +$3.08K ﹤0.01% 543
2022
Q3 		– Sell
-14
Closed -$1K – 557
2022
Q2 		$1K Hold
14
– – ﹤0.01% 510
2022
Q1 		$1K Sell
14
-14
-50% -$1.09K ﹤0.01% 576
2021
Q4 		$2K Buy
+28
New +$2.15K ﹤0.01% 546

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Albion Financial Group's SSNC Position: Q2 2026 in Review

Albion Financial Group sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 40 shares — an estimated $2.7K sold.

Albion Financial Group first reported a position in SSNC in Q4 2021 and held it in 4 quarters. The position peaked at $2.7K in Q1 2026. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Albion Financial Group reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
  • Albion Financial Group sold 40 SS&C Technologies shares in Q2 2026, an estimated $2.7K.
  • Albion Financial Group first reported a position in SS&C Technologies in Q4 2021 and held it in 4 quarters.
  • Albion Financial Group's SS&C Technologies position peaked at $2.7K in Q1 2026.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.