Forum Financial Management’s SS&C Technologies SSNC Stock Holding History

Forum Financial Management’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	-6,480	Closed	-$566K	–	899
2025 Q4	$566K	Buy	6,480 +1,164	+22%	+$99.3K	0.01%	421
2025 Q3	$472K	Buy	5,316 +545	+11%	+$47.2K	0.01%	484
2025 Q2	$395K	Sell	4,771 -968	-17%	-$76.1K	0.01%	513
2025 Q1	$479K	Sell	5,739 -1,525	-21%	-$126K	0.01%	392
2024 Q4	$550K	Buy	7,264 +3,563	+96%	+$267K	0.01%	342
2024 Q3	$275K	Buy	3,701 +2	+0.1%	+$142	﹤0.01%	561
2024 Q2	$232K	Buy	+3,699	New	+$230K	﹤0.01%	597

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 $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Forum Financial Management's SSNC Position: Q1 2026 in Review

Forum Financial Management sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 6,480 shares — an estimated $566K sold.

Forum Financial Management first reported a position in SSNC in Q2 2024 and held it in 7 quarters. The position peaked at $566K in Q4 2025. 721 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

Forum Financial Management reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 6,480 SS&C Technologies shares in Q1 2026, an estimated $566K.
Forum Financial Management first reported a position in SS&C Technologies in Q2 2024 and held it in 7 quarters.
Forum Financial Management's SS&C Technologies position peaked at $566K in Q4 2025.
721 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.