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Insigneo Advisory Services’s SS&C Technologies SSNC Stock Holding History

Insigneo Advisory Services’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
Q1 		– Sell
-2,334
Closed -$204K – 815
2025
Q4 		$204K Sell
2,334
-344
-13% -$29.3K 0.01% 649
2025
Q3 		$238K Hold
2,678
– – 0.02% 580
2025
Q2 		$222K Hold
2,678
– – 0.02% 542
2025
Q1 		$224K Buy
+2,678
New +$222K 0.02% 491

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Insigneo Advisory Services's SSNC Position: Q1 2026 in Review

Insigneo Advisory Services sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 2,334 shares — an estimated $204K sold.

Insigneo Advisory Services first reported a position in SSNC in Q1 2025 and held it in 4 quarters. The position peaked at $238K in Q3 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Insigneo Advisory Services reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
  • Insigneo Advisory Services sold 2,334 SS&C Technologies shares in Q1 2026, an estimated $204K.
  • Insigneo Advisory Services first reported a position in SS&C Technologies in Q1 2025 and held it in 4 quarters.
  • Insigneo Advisory Services's SS&C Technologies position peaked at $238K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.