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BFC Planning, Inc.’s SS&C Technologies SSNC Stock Holding History

BFC Planning, Inc.’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 		$3.87K Sell
62
-290
-82% -$19.7K ﹤0.01% 2770
2026
Q1 		$23.8K Buy
352
+161
+84% +$12.4K ﹤0.01% 1637
2025
Q4 		$16.7K Buy
191
+4
+2% +$341 ﹤0.01% 1821
2025
Q3 		$16.6K Sell
187
-433
-70% -$37.5K ﹤0.01% 1673
2025
Q2 		$51.4K Buy
620
+41
+7% +$3.22K ﹤0.01% 1114
2025
Q1 		$48.4K Buy
579
+278
+92% +$23K ﹤0.01% 1118
2024
Q4 		$22.8K Buy
+301
New +$22.5K ﹤0.01% 1411

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 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $118B AUM 40.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BFC Planning, Inc.'s SSNC Position: Q2 2026 in Review

BFC Planning, Inc. reduced its SS&C Technologies (SSNC) stake by 82% in Q2 2026, selling an estimated $19.7K and leaving 62 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #2770.

BFC Planning, Inc. first reported a position in SSNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.4K in Q2 2025. 730 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • BFC Planning, Inc. held 62 shares of SS&C Technologies worth $3.87K as of Q2 2026.
  • BFC Planning, Inc. sold 290 SS&C Technologies shares in Q2 2026, an estimated $19.7K.
  • SS&C Technologies made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2770 holding.
  • BFC Planning, Inc. first reported a position in SS&C Technologies in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s SS&C Technologies position peaked at $51.4K in Q2 2025.
  • 730 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.