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Chicago Partners Investment Group’s SS&C Technologies SSNC Stock Holding History

Chicago Partners Investment Group’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 		$1.03M Buy
15,370
+9,898
+181% +$672K 0.02% 649
2026
Q1 		$387K Buy
+5,472
New +$421K 0.01% 1015
2025
Q1 		– Sell
-3,819
Closed -$290K – 988
2024
Q4 		$290K Buy
+3,819
New +$286K 0.01% 673

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Chicago Partners Investment Group's SSNC Position: Q2 2026 in Review

Chicago Partners Investment Group increased its SS&C Technologies (SSNC) stake by 181% in Q2 2026, buying an estimated $672K and bringing the position to 15,370 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #649.

Chicago Partners Investment Group first reported a position in SSNC in Q4 2024 and has held it in 3 quarters since. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Chicago Partners Investment Group held 15,370 shares of SS&C Technologies worth $1.03M as of Q2 2026.
  • Chicago Partners Investment Group bought 9,898 SS&C Technologies shares in Q2 2026, an estimated $672K.
  • SS&C Technologies made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #649 holding.
  • Chicago Partners Investment Group first reported a position in SS&C Technologies in Q4 2024 and has held it in 3 quarters since.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.