Everhart Financial Group’s SS&C Technologies SSNC Stock Holding History

Everhart Financial Group’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	-2,889	Closed	-$253K	–	485
2025 Q4	$253K	Buy	+2,889	New	+$246K	0.02%	362

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Everhart Financial Group's SSNC Position: Q1 2026 in Review

Everhart Financial Group sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 2,889 shares — an estimated $253K sold.

Everhart Financial Group first reported a position in SSNC in Q4 2025 and held it in 1 quarter. The position peaked at $253K in Q4 2025. 719 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

Everhart Financial Group reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
Everhart Financial Group sold 2,889 SS&C Technologies shares in Q1 2026, an estimated $253K.
Everhart Financial Group first reported a position in SS&C Technologies in Q4 2025 and held it in 1 quarter.
Everhart Financial Group's SS&C Technologies position peaked at $253K in Q4 2025.
719 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Everhart Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.