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Independent Financial Group’s SS&C Technologies SSNC Stock Holding History

Independent Financial Group’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
Q1 		– Sell
-3,062
Closed -$232K – 1260
2024
Q4 		$232K Buy
3,062
+5
+0.2% +$374 0.01% 1019
2024
Q3 		$227K Sell
3,057
-2,843
-48% -$202K 0.01% 994
2024
Q2 		$370K Buy
+5,900
New +$366K 0.01% 741

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's SSNC Position: Q1 2025 in Review

Independent Financial Group sold out of SS&C Technologies (SSNC) in Q1 2025, closing a stake of 3,062 shares — an estimated $232K sold.

Independent Financial Group first reported a position in SSNC in Q2 2024 and held it in 3 quarters. The position peaked at $370K in Q2 2024. 718 funds tracked by Wall St. Rank hold SSNC as of Q1 2025.

  • Independent Financial Group reported no remaining SS&C Technologies position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 3,062 SS&C Technologies shares in Q1 2025, an estimated $232K.
  • Independent Financial Group first reported a position in SS&C Technologies in Q2 2024 and held it in 3 quarters.
  • Independent Financial Group's SS&C Technologies position peaked at $370K in Q2 2024.
  • 718 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.