KFI
SSNC icon

Key Financial Inc’s SS&C Technologies SSNC Stock Holding History

Key Financial Inc’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 		$5.96K Hold
96
– – ﹤0.01% 981
2026
Q1 		$6.49K Hold
96
– – ﹤0.01% 978
2025
Q4 		$8.39K Hold
96
– – ﹤0.01% 924
2025
Q3 		$8.46K Sell
96
-5
-5% -$433 ﹤0.01% 923
2025
Q2 		$8.36K Hold
101
– – ﹤0.01% 906
2025
Q1 		$8.44K Hold
101
– – ﹤0.01% 863
2024
Q4 		$7.65K Buy
101
+87
+621% +$6.51K ﹤0.01% 877
2024
Q3 		$1.04K Buy
14
+5
+56% +$354 ﹤0.01% 1193
2024
Q2 		$564 Buy
+9
New +$558 ﹤0.01% 1236

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

Key Financial Inc's SSNC Position: Q2 2026 in Review

Key Financial Inc held its SS&C Technologies (SSNC) position steady in Q2 2026 at 96 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Key Financial Inc first reported a position in SSNC in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.46K in Q3 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Key Financial Inc held 96 shares of SS&C Technologies worth $5.96K as of Q2 2026.
  • Key Financial Inc left its SS&C Technologies share count unchanged in Q2 2026.
  • SS&C Technologies made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #981 holding.
  • Key Financial Inc first reported a position in SS&C Technologies in Q2 2024 and has held it in 9 quarters since.
  • Key Financial Inc's SS&C Technologies position peaked at $8.46K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.