HM Payson & Co’s SS&C Technologies SSNC Stock Holding History

HM Payson & Co’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	$1.8K	Hold	29	–	–	﹤0.01%	1059
2026 Q1	$1.96K	Hold	29	–	–	﹤0.01%	1046
2025 Q4	$2.54K	Hold	29	–	–	﹤0.01%	1030
2025 Q3	$2.58K	Hold	29	–	–	﹤0.01%	994
2025 Q2	$2.4K	Hold	29	–	–	﹤0.01%	917
2025 Q1	$2.42K	Hold	29	–	–	﹤0.01%	953
2024 Q4	$2.2K	Hold	29	–	–	﹤0.01%	954
2024 Q3	$2.15K	Buy	+29	New	+$2.06K	﹤0.01%	964
2022 Q2	–	Sell	-22	Closed	-$2K	–	1133
2022 Q1	$2K	Buy	+22	New	+$1.72K	﹤0.01%	992
2021 Q4	–	Sell	-46	Closed	-$3K	–	1163
2021 Q3	$3K	Hold	46	–	–	﹤0.01%	968
2021 Q2	$3K	Hold	46	–	–	﹤0.01%	960
2021 Q1	$3K	Hold	46	–	–	﹤0.01%	1015
2020 Q4	$3K	Buy	+46	New	+$3.08K	﹤0.01%	986
2019 Q3	–	Sell	-128	Closed	-$7K	–	978
2019 Q2	$7K	Buy	+128	New	+$7.71K	﹤0.01%	856

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HM Payson & Co's SSNC Position: Q2 2026 in Review

HM Payson & Co held its SS&C Technologies (SSNC) position steady in Q2 2026 at 29 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

HM Payson & Co first reported a position in SSNC in Q2 2019 and has held it in 14 quarters since. The position peaked at $7K in Q2 2019. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

HM Payson & Co held 29 shares of SS&C Technologies worth $1.8K as of Q2 2026.
HM Payson & Co left its SS&C Technologies share count unchanged in Q2 2026.
SS&C Technologies made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #1059 holding.
HM Payson & Co first reported a position in SS&C Technologies in Q2 2019 and has held it in 14 quarters since.
HM Payson & Co's SS&C Technologies position peaked at $7K in Q2 2019.
720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.