Gries Financial’s SS&C Technologies SSNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$228K Sell
2,574
-26
-1% -$2.25K 0.04% 289
2025
Q2
$215K Sell
2,600
-334
-11% -$26.3K 0.04% 274
2025
Q1
$245K Buy
+2,934
New +$243K 0.05% 237

Other funds holding SSNC

Gries Financial's SSNC Position: Q3 2025 in Review

Gries Financial reduced its SS&C Technologies (SSNC) stake by 1% in Q3 2025, selling an estimated $2.25K and leaving 2,574 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #289.

Gries Financial first reported a position in SSNC in Q1 2025 and has held it in 3 quarters since. The position peaked at $245K in Q1 2025. 722 funds tracked by Wall St. Rank hold SSNC as of Q3 2025.

  • Gries Financial held 2,574 shares of SS&C Technologies worth $228K as of Q3 2025.
  • Gries Financial sold 26 SS&C Technologies shares in Q3 2025, an estimated $2.25K.
  • SS&C Technologies made up 0.04% of Gries Financial's portfolio in Q3 2025, its #289 holding.
  • Gries Financial first reported a position in SS&C Technologies in Q1 2025 and has held it in 3 quarters since.
  • Gries Financial's SS&C Technologies position peaked at $245K in Q1 2025.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.