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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Janus Henderson Group

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return