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Greenleaf Trust’s SS&C Technologies SSNC Stock Holding History

Greenleaf Trust’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 		$1.54M Sell
24,892
-1,998
-7% -$136K 0.01% 264
2026
Q1 		$1.82M Sell
26,890
-975
-3% -$75K 0.02% 214
2025
Q4 		$2.44M Sell
27,865
-917
-3% -$78.2K 0.02% 169
2025
Q3 		$2.55M Sell
28,782
-573
-2% -$49.6K 0.02% 165
2025
Q2 		$2.43M Sell
29,355
-520
-2% -$40.9K 0.02% 167
2025
Q1 		$2.5M Sell
29,875
-1,358
-4% -$112K 0.02% 172
2024
Q4 		$2.37M Sell
31,233
-1,108
-3% -$82.9K 0.02% 174
2024
Q3 		$2.4M Buy
32,341
+27,414
+556% +$1.94M 0.02% 170
2024
Q2 		$309K Buy
4,927
+104
+2% +$6.45K ﹤0.01% 618
2024
Q1 		$310K Sell
4,823
-40
-0.8% -$2.48K ﹤0.01% 594
2023
Q4 		$297K Sell
4,863
-1,906
-28% -$104K ﹤0.01% 595
2023
Q3 		$356K Buy
6,769
+4
+0.1% +$229 ﹤0.01% 533
2023
Q2 		$410K Sell
6,765
-227
-3% -$12.9K ﹤0.01% 500
2023
Q1 		$395K Sell
6,992
-30
-0.4% -$1.73K ﹤0.01% 520
2022
Q4 		$366K Buy
7,022
+1,491
+27% +$75.6K ﹤0.01% 519
2022
Q3 		$264K Buy
5,531
+31
+0.6% +$1.78K ﹤0.01% 579
2022
Q2 		$319K Buy
5,500
+423
+8% +$27.2K ﹤0.01% 529
2022
Q1 		$381K Buy
5,077
+68
+1% +$5.32K ﹤0.01% 502
2021
Q4 		$411K Buy
5,009
+1,348
+37% +$104K ﹤0.01% 489
2021
Q3 		$254K Hold
3,661
– – ﹤0.01% 625
2021
Q2 		$264K Hold
3,661
– – ﹤0.01% 623
2021
Q1 		$256K Sell
3,661
-311
-8% -$21K ﹤0.01% 609
2020
Q4 		$289K Hold
3,972
– – ﹤0.01% 470
2020
Q3 		$240K Sell
3,972
-1,024
-20% -$61.3K ﹤0.01% 471
2020
Q2 		$282K Buy
+4,996
New +$272K ﹤0.01% 416

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 23.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $116B AUM 46.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Greenleaf Trust's SSNC Position: Q2 2026 in Review

Greenleaf Trust reduced its SS&C Technologies (SSNC) stake by 7.4% in Q2 2026, selling an estimated $136K and leaving 24,892 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #264.

Greenleaf Trust first reported a position in SSNC in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.55M in Q3 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Greenleaf Trust held 24,892 shares of SS&C Technologies worth $1.54M as of Q2 2026.
  • Greenleaf Trust sold 1,998 SS&C Technologies shares in Q2 2026, an estimated $136K.
  • SS&C Technologies made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #264 holding.
  • Greenleaf Trust first reported a position in SS&C Technologies in Q2 2020 and has held it in 25 quarters since.
  • Greenleaf Trust's SS&C Technologies position peaked at $2.55M in Q3 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.