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Callan Family Office’s SS&C Technologies SSNC Stock Holding History

Callan Family Office’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 		$661K Buy
10,653
+3,220
+43% +$218K 0.01% 721
2026
Q1 		$502K Buy
7,433
+375
+5% +$28.8K 0.01% 770
2025
Q4 		$617K Buy
7,058
+3,816
+118% +$325K 0.01% 704
2025
Q3 		$288K Sell
3,242
-804
-20% -$69.6K 0.01% 722
2025
Q2 		$335K Buy
+4,046
New +$318K 0.01% 733

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

Callan Family Office's SSNC Position: Q2 2026 in Review

Callan Family Office increased its SS&C Technologies (SSNC) stake by 43% in Q2 2026, buying an estimated $218K and bringing the position to 10,653 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #721.

Callan Family Office first reported a position in SSNC in Q2 2025 and has held it in 5 quarters since. 722 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Callan Family Office held 10,653 shares of SS&C Technologies worth $661K as of Q2 2026.
  • Callan Family Office bought 3,220 SS&C Technologies shares in Q2 2026, an estimated $218K.
  • SS&C Technologies made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #721 holding.
  • Callan Family Office first reported a position in SS&C Technologies in Q2 2025 and has held it in 5 quarters since.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.