Blue Trust Inc
SSNC icon

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
Q3 		$147K Sell
1,906
-222
-10% -$17.1K ﹤0.01% 876
2026
Q2 		$132K Buy
2,128
+723
+51% +$49.1K ﹤0.01% 922
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% +$2.18K ﹤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 +$3.66K ﹤0.01% 1525

Other funds holding SSNC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Blue Trust Inc's SSNC Position: Q3 2026 in Review

Blue Trust Inc reduced its SS&C Technologies (SSNC) stake by 10% in Q3 2026, selling an estimated $17.1K and leaving 1,906 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Blue Trust Inc first reported a position in SSNC in Q2 2022 and has held it in 18 quarters since. 368 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • Blue Trust Inc held 1,906 shares of SS&C Technologies worth $147K as of Q3 2026.
  • Blue Trust Inc sold 222 SS&C Technologies shares in Q3 2026, an estimated $17.1K.
  • SS&C Technologies made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #876 holding.
  • Blue Trust Inc first reported a position in SS&C Technologies in Q2 2022 and has held it in 18 quarters since.
  • 368 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.