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Benjamin Edwards Inc’s SS&C Technologies SSNC Stock Holding History

Benjamin Edwards Inc’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 		$2.14M Sell
34,517
-66,839
-66% -$4.54M 0.02% 554
2026
Q1 		$6.85M Buy
101,356
+11,706
+13% +$900K 0.07% 269
2025
Q4 		$7.84M Buy
89,650
+5,049
+6% +$431K 0.09% 230
2025
Q3 		$7.51M Buy
84,601
+7,626
+10% +$660K 0.08% 226
2025
Q2 		$6.37M Buy
76,975
+5,091
+7% +$400K 0.08% 228
2025
Q1 		$6M Buy
71,884
+5,667
+9% +$469K 0.08% 227
2024
Q4 		$5.02M Buy
66,217
+7,441
+13% +$557K 0.07% 260
2024
Q3 		$4.36M Buy
58,776
+58,101
+8,608% +$4.12M 0.06% 286
2024
Q2 		$42K Buy
675
+204
+43% +$12.7K 0.01% 520
2024
Q1 		$30K Buy
471
+120
+34% +$7.45K 0.01% 534
2023
Q4 		$21K Buy
351
+31
+10% +$1.69K ﹤0.01% 538
2023
Q3 		$17K Buy
320
+189
+144% +$10.8K ﹤0.01% 542
2023
Q2 		$8K Buy
131
+26
+25% +$1.48K ﹤0.01% 591
2023
Q1 		$6K Sell
105
-70
-40% -$4.04K ﹤0.01% 622
2022
Q4 		$9K Sell
175
-638
-78% -$32.3K ﹤0.01% 597
2022
Q3 		$39K Buy
813
+268
+49% +$15.4K 0.01% 438
2022
Q2 		$32K Buy
545
+88
+19% +$5.66K 0.01% 472
2022
Q1 		$34K Buy
457
+82
+22% +$6.41K 0.01% 493
2021
Q4 		$31K Buy
375
+43
+13% +$3.31K 0.01% 471
2021
Q3 		$23K Buy
+332
New +$24.6K 0.01% 395

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

Benjamin Edwards Inc's SSNC Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its SS&C Technologies (SSNC) stake by 66% in Q2 2026, selling an estimated $4.54M and leaving 34,517 shares worth $2.14M. The position accounts for 0.02% of the portfolio, ranked #554.

Benjamin Edwards Inc first reported a position in SSNC in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.84M in Q4 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Benjamin Edwards Inc held 34,517 shares of SS&C Technologies worth $2.14M as of Q2 2026.
  • Benjamin Edwards Inc sold 66,839 SS&C Technologies shares in Q2 2026, an estimated $4.54M.
  • SS&C Technologies made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #554 holding.
  • Benjamin Edwards Inc first reported a position in SS&C Technologies in Q3 2021 and has held it in 20 quarters since.
  • Benjamin Edwards Inc's SS&C Technologies position peaked at $7.84M in Q4 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.