KF
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Krilogy Financial’s SS&C Technologies SSNC Stock Holding History

Krilogy Financial’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 		$239K Sell
3,352
-378
-10% -$29.1K 0.01% 827
2025
Q4 		$320K Sell
3,730
-117
-3% -$9.98K 0.01% 703
2025
Q3 		$330K Buy
+3,847
New +$333K 0.01% 648

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Krilogy Financial's SSNC Position: Q1 2026 in Review

Krilogy Financial reduced its SS&C Technologies (SSNC) stake by 10% in Q1 2026, selling an estimated $29.1K and leaving 3,352 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #827.

Krilogy Financial first reported a position in SSNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $330K in Q3 2025. 717 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Krilogy Financial held 3,352 shares of SS&C Technologies worth $239K as of Q1 2026.
  • Krilogy Financial sold 378 SS&C Technologies shares in Q1 2026, an estimated $29.1K.
  • SS&C Technologies made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #827 holding.
  • Krilogy Financial first reported a position in SS&C Technologies in Q3 2025 and has held it in 3 quarters since.
  • Krilogy Financial's SS&C Technologies position peaked at $330K in Q3 2025.
  • 717 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.