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

Crewe 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
2026
Q2 		$6.64K Buy
107
+9
+9% +$611 ﹤0.01% 832
2026
Q1 		$6.62K Buy
98
+6
+7% +$461 ﹤0.01% 723
2025
Q4 		$8.04K Buy
92
+35
+61% +$2.98K ﹤0.01% 661
2025
Q3 		$5.06K Buy
57
+50
+714% +$4.33K ﹤0.01% 730
2025
Q2 		$580 Sell
7
-32
-82% -$2.52K ﹤0.01% 641
2025
Q1 		$3.26K Buy
+39
New +$3.23K ﹤0.01% 518
2023
Q2 		– Sell
-201
Closed -$11.4K – 996
2023
Q1 		$11.4K Sell
201
-47
-19% -$2.71K ﹤0.01% 530
2022
Q4 		$12.9K Sell
248
-142
-36% -$7.2K ﹤0.01% 501
2022
Q3 		$19K Buy
390
+42
+12% +$2.42K ﹤0.01% 482
2022
Q2 		$20K Buy
+348
New +$22.4K ﹤0.01% 422
2020
Q1 		– Sell
-58
Closed -$4K – 238
2019
Q4 		$4K Buy
+58
New +$3.25K ﹤0.01% 204

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 40.89% 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

Crewe Advisors's SSNC Position: Q2 2026 in Review

Crewe Advisors increased its SS&C Technologies (SSNC) stake by 9.2% in Q2 2026, buying an estimated $611 and bringing the position to 107 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Crewe Advisors first reported a position in SSNC in Q4 2019 and has held it in 11 quarters since. The position peaked at $20K in Q2 2022. 725 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Crewe Advisors held 107 shares of SS&C Technologies worth $6.64K as of Q2 2026.
  • Crewe Advisors bought 9 SS&C Technologies shares in Q2 2026, an estimated $611.
  • SS&C Technologies made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #832 holding.
  • Crewe Advisors first reported a position in SS&C Technologies in Q4 2019 and has held it in 11 quarters since.
  • Crewe Advisors's SS&C Technologies position peaked at $20K in Q2 2022.
  • 725 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.