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Halbert Hargrove Global Advisors’s SS&C Technologies SSNC Stock Holding History

Halbert Hargrove Global Advisors’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
-2
Closed -$168 – 608
2025
Q1 		$168 Buy
+2
New +$166 ﹤0.01% 603

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Halbert Hargrove Global Advisors's SSNC Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of SS&C Technologies (SSNC) in Q2 2025, closing a stake of 2 shares — an estimated $168 sold.

Halbert Hargrove Global Advisors first reported a position in SSNC in Q1 2025 and held it in 1 quarter. The position peaked at $168 in Q1 2025. 693 funds tracked by Wall St. Rank hold SSNC as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining SS&C Technologies position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2 SS&C Technologies shares in Q2 2025, an estimated $168.
  • Halbert Hargrove Global Advisors first reported a position in SS&C Technologies in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's SS&C Technologies position peaked at $168 in Q1 2025.
  • 693 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.