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Evelyn Partners Investment Management’s SS&C Technologies SSNC Stock Holding History

Evelyn Partners Investment Management’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 		– Sell
-500
Closed -$43.7K – 422
2025
Q4 		$43.7K Hold
500
– – ﹤0.01% 287
2025
Q3 		$44.4K Hold
500
– – ﹤0.01% 285
2025
Q2 		$41.4K Hold
500
– – ﹤0.01% 294
2025
Q1 		$41.8K Hold
500
– – ﹤0.01% 290
2024
Q4 		$37.9K Buy
+500
New +$37.4K ﹤0.01% 292

Other funds holding SSNC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
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
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Evelyn Partners Investment Management's SSNC Position: Q1 2026 in Review

Evelyn Partners Investment Management sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 500 shares — an estimated $43.7K sold.

Evelyn Partners Investment Management first reported a position in SSNC in Q4 2024 and held it in 5 quarters. The position peaked at $44.4K in Q3 2025. 718 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Evelyn Partners Investment Management reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 500 SS&C Technologies shares in Q1 2026, an estimated $43.7K.
  • Evelyn Partners Investment Management first reported a position in SS&C Technologies in Q4 2024 and held it in 5 quarters.
  • Evelyn Partners Investment Management's SS&C Technologies position peaked at $44.4K in Q3 2025.
  • 718 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.