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Fortis Group Advisors’s SS&C Technologies SSNC Stock Holding History

Fortis Group Advisors’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 		$54K Hold
870
– – 0.01% 300
2026
Q1 		$58.8K Hold
870
– – 0.01% 296
2025
Q4 		$76.1K Hold
870
– – 0.01% 289
2025
Q3 		$77.2K Hold
870
– – 0.01% 246
2025
Q2 		$72K Hold
870
– – 0.01% 233
2025
Q1 		$72.7K Hold
870
– – 0.01% 202
2024
Q4 		$65.9K Sell
870
-130
-13% -$9.73K 0.01% 207
2024
Q3 		$74.2K Hold
1,000
– – 0.01% 193
2024
Q2 		$62.7K Hold
1,000
– – 0.01% 197
2024
Q1 		$64.4K Sell
1,000
-1,000
-50% -$62.1K 0.01% 215
2023
Q4 		$122K Buy
2,000
+1,000
+100% +$54.6K 0.03% 134
2023
Q3 		$52.5K Buy
+1,000
New +$57.2K 0.02% 135

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 40.91% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fortis Group Advisors's SSNC Position: Q2 2026 in Review

Fortis Group Advisors held its SS&C Technologies (SSNC) position steady in Q2 2026 at 870 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #300.

Fortis Group Advisors first reported a position in SSNC in Q3 2023 and has held it in 12 quarters since. The position peaked at $122K in Q4 2023. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Fortis Group Advisors held 870 shares of SS&C Technologies worth $54K as of Q2 2026.
  • Fortis Group Advisors left its SS&C Technologies share count unchanged in Q2 2026.
  • SS&C Technologies made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #300 holding.
  • Fortis Group Advisors first reported a position in SS&C Technologies in Q3 2023 and has held it in 12 quarters since.
  • Fortis Group Advisors's SS&C Technologies position peaked at $122K in Q4 2023.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.