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Harbor Investment Advisory’s SS&C Technologies SSNC Stock Holding History

Harbor Investment Advisory’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 		$1.24K Hold
20
– – ﹤0.01% 1227
2026
Q1 		$1.35K Buy
+20
New +$1.54K ﹤0.01% 1137
2024
Q3 		– Sell
-5
Closed -$313 – 1291
2024
Q2 		$313 Buy
+5
New +$310 ﹤0.01% 1147
2023
Q3 		– Sell
-11
Closed -$667 – 1332
2023
Q2 		$667 Buy
+11
New +$625 ﹤0.01% 1274

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 40.91% 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

Harbor Investment Advisory's SSNC Position: Q2 2026 in Review

Harbor Investment Advisory held its SS&C Technologies (SSNC) position steady in Q2 2026 at 20 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Harbor Investment Advisory first reported a position in SSNC in Q2 2023 and has held it in 4 quarters since. The position peaked at $1.35K in Q1 2026. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Harbor Investment Advisory held 20 shares of SS&C Technologies worth $1.24K as of Q2 2026.
  • Harbor Investment Advisory left its SS&C Technologies share count unchanged in Q2 2026.
  • SS&C Technologies made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1227 holding.
  • Harbor Investment Advisory first reported a position in SS&C Technologies in Q2 2023 and has held it in 4 quarters since.
  • Harbor Investment Advisory's SS&C Technologies position peaked at $1.35K in Q1 2026.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.