EFH
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Eaton Financial Holdings’s SS&C Technologies SSNC Stock Holding History

Eaton Financial Holdings’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 		$2.04M Buy
32,832
+3,210
+11% +$218K 0.56% 42
2026
Q1 		$2M Sell
29,622
-947
-3% -$72.8K 0.66% 37
2025
Q4 		$2.67M Sell
30,569
-1,610
-5% -$137K 0.72% 35
2025
Q3 		$2.86M Sell
32,179
-1,978
-6% -$171K 0.8% 33
2025
Q2 		$2.83M Buy
+34,157
New +$2.69M 0.87% 28

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
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

Eaton Financial Holdings's SSNC Position: Q2 2026 in Review

Eaton Financial Holdings increased its SS&C Technologies (SSNC) stake by 11% in Q2 2026, buying an estimated $218K and bringing the position to 32,832 shares worth $2.04M. The position accounts for 0.56% of the portfolio, ranked #42.

Eaton Financial Holdings first reported a position in SSNC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.86M in Q3 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Eaton Financial Holdings held 32,832 shares of SS&C Technologies worth $2.04M as of Q2 2026.
  • Eaton Financial Holdings bought 3,210 SS&C Technologies shares in Q2 2026, an estimated $218K.
  • SS&C Technologies made up 0.56% of Eaton Financial Holdings's portfolio in Q2 2026, its #42 holding.
  • Eaton Financial Holdings first reported a position in SS&C Technologies in Q2 2025 and has held it in 5 quarters since.
  • Eaton Financial Holdings's SS&C Technologies position peaked at $2.86M in Q3 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.