Beacon Capital Management LLC (Tennessee)’s SS&C Technologies SSNC Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-63	Closed	-$5.18K	–	890
2025 Q2	$5.18K	Buy	63 +1	+2%	+$79	﹤0.01%	757
2025 Q1	$5.21K	Sell	62 -39	-39%	-$3.23K	﹤0.01%	759
2024 Q4	$7.66K	Hold	101	–	–	﹤0.01%	644
2024 Q3	$7.47K	Buy	101 +1	+1%	+$71	﹤0.01%	715
2024 Q2	$6.29K	Hold	100	–	–	﹤0.01%	659
2024 Q1	$6.44K	Hold	100	–	–	﹤0.01%	662
2023 Q4	$5.25K	Hold	100	–	–	﹤0.01%	642
2023 Q3	$6.06K	Hold	100	–	–	﹤0.01%	659
2023 Q2	$6.06K	Hold	100	–	–	﹤0.01%	659
2023 Q1	$5.65K	Hold	100	–	–	﹤0.01%	605
2022 Q4	$5.21K	Buy	+100	New	+$5.07K	﹤0.01%	636

Other funds holding SSNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SSNC Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of SS&C Technologies (SSNC) in Q3 2025, closing a stake of 63 shares — an estimated $5.18K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SSNC in Q4 2022 and held it in 11 quarters. The position peaked at $7.66K in Q4 2024. 722 funds tracked by Wall St. Rank hold SSNC as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining SS&C Technologies position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 63 SS&C Technologies shares in Q3 2025, an estimated $5.18K.
Beacon Capital Management LLC (Tennessee) first reported a position in SS&C Technologies in Q4 2022 and held it in 11 quarters.
Beacon Capital Management LLC (Tennessee)'s SS&C Technologies position peaked at $7.66K in Q4 2024.
722 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.