Boyar Asset Management’s SS&C Technologies SSNC Stock Holding History

Boyar Asset Management’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	$1.1M	Sell	17,802 -8,181	-31%	-$555K	0.63%	38
2026 Q1	$1.76M	Buy	25,983 +7,137	+38%	+$549K	1%	26
2025 Q4	$1.65M	Buy	18,846 +250	+1%	+$21.3K	1.04%	23
2025 Q3	$1.65M	Buy	18,596 +1,416	+8%	+$123K	1.04%	23
2025 Q2	$1.42M	Buy	17,180 +346	+2%	+$27.2K	0.93%	28
2025 Q1	$1.41M	Sell	16,834 -1,230	-7%	-$102K	1.02%	27
2024 Q4	$1.37M	Buy	18,064 +85	+0.5%	+$6.36K	0.9%	30
2024 Q3	$1.33M	Buy	+17,979	New	+$1.27M	0.86%	32

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Boyar Asset Management's SSNC Position: Q2 2026 in Review

Boyar Asset Management reduced its SS&C Technologies (SSNC) stake by 31% in Q2 2026, selling an estimated $555K and leaving 17,802 shares worth $1.1M. The position accounts for 0.63% of the portfolio, ranked #38.

Boyar Asset Management first reported a position in SSNC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.76M in Q1 2026. 722 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Boyar Asset Management held 17,802 shares of SS&C Technologies worth $1.1M as of Q2 2026.
Boyar Asset Management sold 8,181 SS&C Technologies shares in Q2 2026, an estimated $555K.
SS&C Technologies made up 0.63% of Boyar Asset Management's portfolio in Q2 2026, its #38 holding.
Boyar Asset Management first reported a position in SS&C Technologies in Q3 2024 and has held it in 8 quarters since.
Boyar Asset Management's SS&C Technologies position peaked at $1.76M in Q1 2026.
722 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Boyar Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.