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Kestra Investment Management’s SS&C Technologies SSNC Stock Holding History

Kestra Investment Management’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
Q3 		– Sell
-190
Closed -$15.9K – 926
2025
Q2 		$15.9K Hold
190
– – ﹤0.01% 664
2025
Q1 		$15.9K Sell
190
-323
-63% -$26.7K ﹤0.01% 576
2024
Q4 		$38.9K Buy
+513
New +$38.4K ﹤0.01% 589

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $95.5B AUM 28.4% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Investment Management's SSNC Position: Q3 2025 in Review

Kestra Investment Management sold out of SS&C Technologies (SSNC) in Q3 2025, closing a stake of 190 shares — an estimated $15.9K sold.

Kestra Investment Management first reported a position in SSNC in Q4 2024 and held it in 3 quarters. The position peaked at $38.9K in Q4 2024. 722 funds tracked by Wall St. Rank hold SSNC as of Q3 2025.

  • Kestra Investment Management reported no remaining SS&C Technologies position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 190 SS&C Technologies shares in Q3 2025, an estimated $15.9K.
  • Kestra Investment Management first reported a position in SS&C Technologies in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's SS&C Technologies position peaked at $38.9K in Q4 2024.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.