Claro Advisors’s SS&C Technologies SSNC Stock Holding History

Claro Advisors’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
2025 Q2	–	Sell	-2,505	Closed	-$209K	–	498
2025 Q1	$209K	Buy	+2,505	New	+$207K	0.03%	473

Other funds holding SSNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Claro Advisors's SSNC Position: Q2 2025 in Review

Claro Advisors sold out of SS&C Technologies (SSNC) in Q2 2025, closing a stake of 2,505 shares — an estimated $209K sold.

Claro Advisors first reported a position in SSNC in Q1 2025 and held it in 1 quarter. The position peaked at $209K in Q1 2025. 693 funds tracked by Wall St. Rank hold SSNC as of Q2 2025.

Claro Advisors reported no remaining SS&C Technologies position as of Q2 2025 after selling out during the quarter.
Claro Advisors sold 2,505 SS&C Technologies shares in Q2 2025, an estimated $209K.
Claro Advisors first reported a position in SS&C Technologies in Q1 2025 and held it in 1 quarter.
Claro Advisors's SS&C Technologies position peaked at $209K in Q1 2025.
693 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.