FP
SSNC icon

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

Financial Perspectives’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 		$41.6K Hold
670
– – 0.01% 357
2026
Q1 		$45.3K Hold
670
– – 0.01% 323
2025
Q4 		$58.6K Hold
670
– – 0.02% 287
2025
Q3 		$59.5K Hold
670
– – 0.02% 287
2025
Q2 		$55.5K Hold
670
– – 0.02% 288
2025
Q1 		$56K Hold
670
– – 0.02% 285
2024
Q4 		$50.8K Buy
+670
New +$50.1K 0.02% 298

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 Perspectives's SSNC Position: Q2 2026 in Review

Financial Perspectives held its SS&C Technologies (SSNC) position steady in Q2 2026 at 670 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #357.

Financial Perspectives first reported a position in SSNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $59.5K in Q3 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Financial Perspectives held 670 shares of SS&C Technologies worth $41.6K as of Q2 2026.
  • Financial Perspectives left its SS&C Technologies share count unchanged in Q2 2026.
  • SS&C Technologies made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #357 holding.
  • Financial Perspectives first reported a position in SS&C Technologies in Q4 2024 and has held it in 7 quarters since.
  • Financial Perspectives's SS&C Technologies position peaked at $59.5K in Q3 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.