BIA
SSNC icon

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

Bell 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
Q2 		$8.75K Buy
141
+49
+53% +$3.33K ﹤0.01% 756
2026
Q1 		$6.22K Sell
92
-20
-18% -$1.54K ﹤0.01% 877
2025
Q4 		$9.79K Buy
112
+27
+32% +$2.3K ﹤0.01% 700
2025
Q3 		$7.54K Hold
85
– – ﹤0.01% 747
2025
Q2 		$7.04K Hold
85
– – ﹤0.01% 821
2025
Q1 		$7.1K Hold
85
– – ﹤0.01% 743
2024
Q4 		$6.44K Hold
85
– – ﹤0.01% 798
2024
Q3 		$6.31K Hold
85
– – ﹤0.01% 813
2024
Q2 		$5.33K Hold
85
– – ﹤0.01% 891
2024
Q1 		$5.47K Hold
85
– – ﹤0.01% 864
2023
Q4 		$5.2K Sell
85
-9
-10% -$492 ﹤0.01% 864
2023
Q3 		$4.94K Buy
94
+23
+32% +$1.31K ﹤0.01% 811
2023
Q2 		$4.3K Hold
71
– – ﹤0.01% 900
2023
Q1 		$4.01K Buy
71
+9
+15% +$519 ﹤0.01% 882
2022
Q4 		$3.23K Sell
62
-40
-39% -$2.03K ﹤0.01% 1032
2022
Q3 		$5K Buy
102
+74
+264% +$4.26K ﹤0.01% 712
2022
Q2 		$2K Buy
+28
New +$1.8K ﹤0.01% 1236
2021
Q4 		$3K Hold
34
– – ﹤0.01% 1034
2021
Q3 		$2K Buy
+34
New +$2.52K ﹤0.01% 1158

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

Bell Investment Advisors's SSNC Position: Q2 2026 in Review

Bell Investment Advisors increased its SS&C Technologies (SSNC) stake by 53% in Q2 2026, buying an estimated $3.33K and bringing the position to 141 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Bell Investment Advisors first reported a position in SSNC in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.79K in Q4 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Bell Investment Advisors held 141 shares of SS&C Technologies worth $8.75K as of Q2 2026.
  • Bell Investment Advisors bought 49 SS&C Technologies shares in Q2 2026, an estimated $3.33K.
  • SS&C Technologies made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #756 holding.
  • Bell Investment Advisors first reported a position in SS&C Technologies in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's SS&C Technologies position peaked at $9.79K in Q4 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.