Bank of Montreal
SSNC icon

Bank of Montreal’s SS&C Technologies SSNC Stock Holding History

Bank of Montreal’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
-200
Closed -$13.5K – 4041
2026
Q1 		$13.5K Buy
+200
New +$15.4K ﹤0.01% 3529

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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal's SSNC Position: Q2 2026 in Review

Bank of Montreal reduced its SS&C Technologies (SSNC) stake by 4.9% in Q2 2026, selling an estimated $16.5M and leaving 4,762,252 shares worth $295M. The position accounts for 0.1% of the portfolio, ranked #163.

Bank of Montreal first reported a position in SSNC in Q2 2013 and has held it in 53 quarters since. The position peaked at $448M in Q4 2025. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Bank of Montreal held 4,762,252 shares of SS&C Technologies worth $295M as of Q2 2026.
  • Bank of Montreal sold 243,001 SS&C Technologies shares in Q2 2026, an estimated $16.5M.
  • SS&C Technologies made up 0.1% of Bank of Montreal's portfolio in Q2 2026, its #163 holding.
  • Bank of Montreal first reported a position in SS&C Technologies in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's SS&C Technologies position peaked at $448M in Q4 2025.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.