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Bruce G. Allen Investments’s SS&C Technologies SSNC Stock Holding History

Bruce G. Allen Investments’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 		$3.66K Hold
59
– – ﹤0.01% 607
2026
Q1 		$3.99K Hold
59
– – ﹤0.01% 600
2025
Q4 		$5.16K Hold
59
– – ﹤0.01% 557
2025
Q3 		$5.24K Hold
59
– – ﹤0.01% 557
2025
Q2 		$4.88K Sell
59
-2
-3% -$157 ﹤0.01% 569
2025
Q1 		$5.09K Hold
61
– – ﹤0.01% 562
2024
Q4 		$4.62K Hold
61
– – ﹤0.01% 590
2024
Q3 		$4.53K Sell
61
-4
-6% -$284 ﹤0.01% 592
2024
Q2 		$4.07K Hold
65
– – ﹤0.01% 595
2024
Q1 		$4.18K Hold
65
– – ﹤0.01% 621
2023
Q4 		$3.97K Buy
+65
New +$3.55K ﹤0.01% 627

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

Bruce G. Allen Investments's SSNC Position: Q2 2026 in Review

Bruce G. Allen Investments held its SS&C Technologies (SSNC) position steady in Q2 2026 at 59 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Bruce G. Allen Investments first reported a position in SSNC in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.24K in Q3 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Bruce G. Allen Investments held 59 shares of SS&C Technologies worth $3.66K as of Q2 2026.
  • Bruce G. Allen Investments left its SS&C Technologies share count unchanged in Q2 2026.
  • SS&C Technologies made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #607 holding.
  • Bruce G. Allen Investments first reported a position in SS&C Technologies in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's SS&C Technologies position peaked at $5.24K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.