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Laird Norton Wetherby Trust Company’s SS&C Technologies SSNC Stock Holding History

Laird Norton Wetherby Trust Company’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 		$706K Buy
11,371
+587
+5% +$39.8K 0.01% 616
2026
Q1 		$729K Buy
10,784
+940
+10% +$72.3K 0.02% 577
2025
Q4 		$861K Buy
+9,844
New +$839K 0.02% 538

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

Laird Norton Wetherby Trust Company's SSNC Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its SS&C Technologies (SSNC) stake by 5.4% in Q2 2026, buying an estimated $39.8K and bringing the position to 11,371 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #616.

Laird Norton Wetherby Trust Company first reported a position in SSNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $861K in Q4 2025. 722 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 11,371 shares of SS&C Technologies worth $706K as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 587 SS&C Technologies shares in Q2 2026, an estimated $39.8K.
  • SS&C Technologies made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #616 holding.
  • Laird Norton Wetherby Trust Company first reported a position in SS&C Technologies in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's SS&C Technologies position peaked at $861K in Q4 2025.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.