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CBIZ Investment Advisory Services’s SS&C Technologies SSNC Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-35
Closed -$3.06K – 696
2025
Q4 		$3.06K Sell
35
-7
-17% -$597 ﹤0.01% 588
2025
Q3 		$3.73K Buy
42
+4
+11% +$346 ﹤0.01% 499
2025
Q2 		$3.15K Sell
38
-37
-49% -$2.91K ﹤0.01% 498
2025
Q1 		$6.26K Buy
+75
New +$6.21K ﹤0.01% 372

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CBIZ Investment Advisory Services's SSNC Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 35 shares — an estimated $3.06K sold.

CBIZ Investment Advisory Services first reported a position in SSNC in Q1 2025 and held it in 4 quarters. The position peaked at $6.26K in Q1 2025. 719 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 35 SS&C Technologies shares in Q1 2026, an estimated $3.06K.
  • CBIZ Investment Advisory Services first reported a position in SS&C Technologies in Q1 2025 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's SS&C Technologies position peaked at $6.26K in Q1 2025.
  • 719 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.