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FourThought Financial Partners’s SS&C Technologies SSNC Stock Holding History

FourThought Financial Partners’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
-3,029
Closed -$265K – 528
2025
Q4 		$265K Buy
3,029
+192
+7% +$16.4K 0.02% 360
2025
Q3 		$252K Sell
2,837
-138
-5% -$11.9K 0.02% 404
2025
Q2 		$246K Sell
2,975
-25,438
-90% -$2M 0.02% 262
2025
Q1 		$2.37M Sell
28,413
-447
-2% -$37K 0.25% 94
2024
Q4 		$2.19M Sell
28,860
-194
-0.7% -$14.5K 0.23% 96
2024
Q3 		$2.16M Sell
29,054
-517
-2% -$36.7K 0.26% 82
2024
Q2 		$1.85M Buy
29,571
+564
+2% +$35K 0.24% 83
2024
Q1 		$1.87M Sell
29,007
-575
-2% -$35.7K 0.21% 99
2023
Q4 		$1.81M Sell
29,582
-4,022
-12% -$220K 0.23% 95
2023
Q3 		$1.77M Sell
33,604
-131
-0.4% -$7.49K 0.25% 90
2023
Q2 		$2.04M Buy
33,735
+5,935
+21% +$337K 0.27% 87
2023
Q1 		$1.57M Sell
27,800
-2,158
-7% -$124K 0.22% 96
2022
Q4 		$1.56M Buy
+29,958
New +$1.52M 0.23% 95

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FourThought Financial Partners's SSNC Position: Q1 2026 in Review

FourThought Financial Partners sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 3,029 shares — an estimated $265K sold.

FourThought Financial Partners first reported a position in SSNC in Q4 2022 and held it in 13 quarters. The position peaked at $2.37M in Q1 2025. 721 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • FourThought Financial Partners reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 3,029 SS&C Technologies shares in Q1 2026, an estimated $265K.
  • FourThought Financial Partners first reported a position in SS&C Technologies in Q4 2022 and held it in 13 quarters.
  • FourThought Financial Partners's SS&C Technologies position peaked at $2.37M in Q1 2025.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.