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Global Financial Private Client’s SS&C Technologies SSNC Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-34
Closed -$2.84K – 1404
2025
Q1 		$2.84K Buy
34
+24
+240% +$1.99K ﹤0.01% 784
2024
Q4 		$758 Buy
+10
New +$748 ﹤0.01% 833
2022
Q4 		– Sell
-22
Closed -$1.09K – 693
2022
Q3 		$1.09K Sell
22
-5,188
-100% -$299K ﹤0.01% 573
2022
Q2 		$307K Buy
5,210
+152
+3% +$9.77K 0.17% 110
2022
Q1 		$380K Buy
5,058
+283
+6% +$22.1K 0.18% 108
2021
Q4 		$391K Buy
4,775
+89
+2% +$6.85K 0.19% 103
2021
Q3 		$329K Buy
4,686
+337
+8% +$25K 0.17% 111
2021
Q2 		$319K Buy
4,349
+1,329
+44% +$97.2K 0.18% 109
2021
Q1 		$214K Buy
3,020
+19
+0.6% +$1.28K 0.15% 108
2020
Q4 		$218K Buy
3,001
+326
+12% +$21.9K 0.17% 99
2020
Q3 		$164K Sell
2,675
-246
-8% -$14.7K 0.14% 109
2020
Q2 		$165K Buy
2,921
+398
+16% +$21.7K 0.14% 115
2020
Q1 		$104K Buy
+2,523
New +$143K 0.11% 139

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Global Financial Private Client's SSNC Position: Q2 2025 in Review

Global Financial Private Client sold out of SS&C Technologies (SSNC) in Q2 2025, closing a stake of 34 shares — an estimated $2.84K sold.

Global Financial Private Client first reported a position in SSNC in Q1 2020 and held it in 13 quarters. The position peaked at $391K in Q4 2021. 692 funds tracked by Wall St. Rank hold SSNC as of Q2 2025.

  • Global Financial Private Client reported no remaining SS&C Technologies position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 34 SS&C Technologies shares in Q2 2025, an estimated $2.84K.
  • Global Financial Private Client first reported a position in SS&C Technologies in Q1 2020 and held it in 13 quarters.
  • Global Financial Private Client's SS&C Technologies position peaked at $391K in Q4 2021.
  • 692 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.