Financial Consulate’s SS&C Technologies SSNC Stock Holding History

Financial Consulate’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	-6	Closed	-$525	–	1482
2025 Q4	$525	Hold	6	–	–	﹤0.01%	1156
2025 Q3	$533	Buy	+6	New	+$519	﹤0.01%	980

Other funds holding SSNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Financial Consulate's SSNC Position: Q1 2026 in Review

Financial Consulate sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 6 shares — an estimated $525 sold.

Financial Consulate first reported a position in SSNC in Q3 2025 and held it in 2 quarters. The position peaked at $533 in Q3 2025. 717 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

Financial Consulate reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
Financial Consulate sold 6 SS&C Technologies shares in Q1 2026, an estimated $525.
Financial Consulate first reported a position in SS&C Technologies in Q3 2025 and held it in 2 quarters.
Financial Consulate's SS&C Technologies position peaked at $533 in Q3 2025.
717 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.