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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
Q2 		$497 Buy
+8
New +$543 ﹤0.01% 1339
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
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 40.89% 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

Financial Consulate's SSNC Position: Q2 2026 in Review

Financial Consulate opened a new position in SS&C Technologies (SSNC) in Q2 2026: 8 shares worth $497. The stake represents ﹤0.01% of the portfolio and ranks #1339 among its holdings. This is a return to the name: Financial Consulate previously reported a position in SSNC as recently as Q4 2025.

Financial Consulate first reported a position in SSNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $533 in Q3 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Financial Consulate held 8 shares of SS&C Technologies worth $497 as of Q2 2026.
  • SS&C Technologies was a new Financial Consulate position in Q2 2026.
  • SS&C Technologies made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1339 holding.
  • Financial Consulate first reported a position in SS&C Technologies in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's SS&C Technologies position peaked at $533 in Q3 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.