GPWM
SSNC icon

Grant Private Wealth Management’s SS&C Technologies SSNC Stock Holding History

Grant Private Wealth 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
-3,054
Closed -$267K – 160
2025
Q4 		$267K Hold
3,054
– – 0.16% 109
2025
Q3 		$271K Buy
+3,054
New +$264K 0.17% 110
2025
Q2 		– Sell
-3,098
Closed -$259K – 137
2025
Q1 		$259K Sell
3,098
-228
-7% -$18.9K 0.28% 100
2024
Q4 		$252K Buy
+3,326
New +$249K 0.27% 98

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 $3.37T AUM 44.26% 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

Grant Private Wealth Management's SSNC Position: Q1 2026 in Review

Grant Private Wealth Management sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 3,054 shares — an estimated $267K sold.

Grant Private Wealth Management first reported a position in SSNC in Q4 2024 and held it in 4 quarters. The position peaked at $271K in Q3 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Grant Private Wealth Management reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 3,054 SS&C Technologies shares in Q1 2026, an estimated $267K.
  • Grant Private Wealth Management first reported a position in SS&C Technologies in Q4 2024 and held it in 4 quarters.
  • Grant Private Wealth Management's SS&C Technologies position peaked at $271K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Grant Private Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.