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

Keating Financial 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
Q2 		$11.2K Buy
180
+129
+253% +$8.75K ﹤0.01% 1199
2026
Q1 		$3.45K Sell
51
-93
-65% -$7.15K ﹤0.01% 1617
2025
Q4 		$12.6K Buy
+144
New +$12.3K ﹤0.01% 1024

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

Keating Financial Advisory Services's SSNC Position: Q2 2026 in Review

Keating Financial Advisory Services increased its SS&C Technologies (SSNC) stake by 253% in Q2 2026, buying an estimated $8.75K and bringing the position to 180 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Keating Financial Advisory Services first reported a position in SSNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.6K in Q4 2025. 722 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Keating Financial Advisory Services held 180 shares of SS&C Technologies worth $11.2K as of Q2 2026.
  • Keating Financial Advisory Services bought 129 SS&C Technologies shares in Q2 2026, an estimated $8.75K.
  • SS&C Technologies made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1199 holding.
  • Keating Financial Advisory Services first reported a position in SS&C Technologies in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's SS&C Technologies position peaked at $12.6K in Q4 2025.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.