Blue Trust Inc’s SS&C Technologies SSNC Stock Holding History

Blue Trust 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 Q1	$94.9K	Buy	1,405 +536	+62%	+$41.2K	﹤0.01%	1057
2025 Q4	$76K	Buy	869 +1	+0.1%	+$85	﹤0.01%	1193
2025 Q3	$77K	Buy	868 +1	+0.1%	+$87	﹤0.01%	1191
2025 Q2	$71.8K	Sell	867 -1	-0.1%	-$79	﹤0.01%	1202
2025 Q1	$72.5K	Buy	868 +44	+5%	+$3.64K	﹤0.01%	1141
2024 Q4	$62.4K	Sell	824 -1,147	-58%	-$85.8K	﹤0.01%	1151
2024 Q3	$124K	Buy	1,971 +1,671	+557%	+$118K	﹤0.01%	1106
2024 Q2	$19.3K	Buy	300 +219	+270%	+$13.6K	﹤0.01%	1670
2024 Q1	$5.21K	Sell	81 -39	-33%	-$2.42K	﹤0.01%	1635
2023 Q4	$7K	Buy	120 +40	+50%	+$2.19K	﹤0.01%	1728
2023 Q3	$5K	Buy	80 +8	+11%	+$457	﹤0.01%	1656
2023 Q2	$4K	Sell	72 -140	-66%	-$7.96K	﹤0.01%	1620
2023 Q1	$11K	Sell	212 -1	-0.5%	-$58	﹤0.01%	1577
2022 Q4	$10K	Buy	213 +93	+78%	+$4.71K	﹤0.01%	1541
2022 Q3	$7K	Buy	120 +63	+111%	+$3.63K	﹤0.01%	1478
2022 Q2	$4K	Buy	+57	New	+$3.67K	﹤0.01%	1525

Other funds holding SSNC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Janus Henderson Group

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return