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Cumberland Partners’s SS&C Technologies SSNC Stock Holding History

Cumberland Partners’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
Q4 		– Sell
-20,000
Closed -$1.78M – 184
2025
Q3 		$1.78M Buy
20,000
+3,500
+21% +$303K 0.12% 114
2025
Q2 		$1.37M Buy
+16,500
New +$1.3M 0.09% 120
2023
Q2 		– Sell
-11,000
Closed -$621K – 180
2023
Q1 		$621K Buy
+11,000
New +$634K 0.06% 125
2022
Q3 		– Sell
-22,000
Closed -$1.28M – 169
2022
Q2 		$1.28M Buy
22,000
+2,000
+10% +$129K 0.12% 98
2022
Q1 		$1.5M Buy
20,000
+1,500
+8% +$117K 0.11% 101
2021
Q4 		$1.52M Buy
18,500
+8,500
+85% +$654K 0.11% 110
2021
Q3 		$694K Buy
+10,000
New +$741K 0.06% 139

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cumberland Partners's SSNC Position: Q4 2025 in Review

Cumberland Partners sold out of SS&C Technologies (SSNC) in Q4 2025, closing a stake of 20,000 shares — an estimated $1.78M sold.

Cumberland Partners first reported a position in SSNC in Q3 2021 and held it in 7 quarters. The position peaked at $1.78M in Q3 2025. 757 funds tracked by Wall St. Rank hold SSNC as of Q4 2025.

  • Cumberland Partners reported no remaining SS&C Technologies position as of Q4 2025 after selling out during the quarter.
  • Cumberland Partners sold 20,000 SS&C Technologies shares in Q4 2025, an estimated $1.78M.
  • Cumberland Partners first reported a position in SS&C Technologies in Q3 2021 and held it in 7 quarters.
  • Cumberland Partners's SS&C Technologies position peaked at $1.78M in Q3 2025.
  • 757 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2025.

Based on Cumberland Partners's 13F filing for Q4 2025, filed 6 Feb 2026.