Alteri Wealth’s SS&C Technologies SSNC Stock Holding History

Alteri Wealth’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	–	Sell	-3,584	Closed	-$313K	–	305
2025 Q4	$313K	Sell	3,584 -70	-2%	-$5.97K	0.1%	221
2025 Q3	$324K	Sell	3,654 -133	-4%	-$11.5K	0.11%	207
2025 Q2	$314K	Buy	+3,787	New	+$298K	0.12%	191

Other funds holding SSNC

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

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

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

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

Alteri Wealth's SSNC Position: Q1 2026 in Review

Alteri Wealth sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 3,584 shares — an estimated $313K sold.

Alteri Wealth first reported a position in SSNC in Q2 2025 and held it in 3 quarters. The position peaked at $324K in Q3 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

Alteri Wealth reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
Alteri Wealth sold 3,584 SS&C Technologies shares in Q1 2026, an estimated $313K.
Alteri Wealth first reported a position in SS&C Technologies in Q2 2025 and held it in 3 quarters.
Alteri Wealth's SS&C Technologies position peaked at $324K in Q3 2025.
720 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.