James T. Borello
SSNC icon

James T. Borello’s SS&C Technologies SSNC Stock Holding History

James T. Borello’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
Q3 		$617 Sell
8
-8
-50% -$616 ﹤0.01% 1031
2026
Q2 		$993 Sell
16
-7
-30% -$475 ﹤0.01% 1019
2026
Q1 		$1.55K Buy
+23
New +$1.77K ﹤0.01% 954
2025
Q4 		– Sell
-37
Closed -$3.28K – 1191
2025
Q3 		$3.28K Buy
+37
New +$3.2K ﹤0.01% 616

Other funds holding SSNC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

James T. Borello's SSNC Position: Q3 2026 in Review

James T. Borello reduced its SS&C Technologies (SSNC) stake by 50% in Q3 2026, selling an estimated $616 and leaving 8 shares worth $617. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

James T. Borello first reported a position in SSNC in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.28K in Q3 2025. 282 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • James T. Borello held 8 shares of SS&C Technologies worth $617 as of Q3 2026.
  • James T. Borello sold 8 SS&C Technologies shares in Q3 2026, an estimated $616.
  • SS&C Technologies made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1031 holding.
  • James T. Borello first reported a position in SS&C Technologies in Q3 2025 and has held it in 4 quarters since.
  • James T. Borello's SS&C Technologies position peaked at $3.28K in Q3 2025.
  • 282 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.