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Larson Financial Group’s SS&C Technologies SSNC Stock Holding History

Larson Financial Group’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 		$94.6K Buy
1,524
+622
+69% +$42.2K ﹤0.01% 1219
2026
Q1 		$60.9K Buy
902
+158
+21% +$12.1K ﹤0.01% 1245
2025
Q4 		$65K Sell
744
-226
-23% -$19.3K ﹤0.01% 1111
2025
Q3 		$86.1K Sell
970
-4
-0.4% -$346 ﹤0.01% 958
2025
Q2 		$80.6K Buy
974
+636
+188% +$50K ﹤0.01% 915
2025
Q1 		$28.2K Buy
338
+292
+635% +$24.2K ﹤0.01% 1231
2024
Q4 		$3.49K Buy
46
+17
+59% +$1.27K ﹤0.01% 1749
2024
Q3 		$2.15K Buy
29
+28
+2,800% +$1.99K ﹤0.01% 1842
2024
Q2 		$63 Hold
1
– – ﹤0.01% 2335
2024
Q1 		$64 Sell
1
-184
-99% -$11.4K ﹤0.01% 1737
2023
Q4 		$11.3K Buy
185
+1
+0.5% +$55 ﹤0.01% 983
2023
Q3 		$9.67K Hold
184
– – ﹤0.01% 1005
2023
Q2 		$11.2K Hold
184
– – ﹤0.01% 902
2023
Q1 		$10.4K Hold
184
– – ﹤0.01% 915
2022
Q4 		$9.58K Hold
184
– – ﹤0.01% 871
2022
Q3 		$9K Hold
184
– – ﹤0.01% 827
2022
Q2 		$11K Buy
+184
New +$11.8K ﹤0.01% 705

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Larson Financial Group's SSNC Position: Q2 2026 in Review

Larson Financial Group increased its SS&C Technologies (SSNC) stake by 69% in Q2 2026, buying an estimated $42.2K and bringing the position to 1,524 shares worth $94.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Larson Financial Group first reported a position in SSNC in Q2 2022 and has held it in 17 quarters since. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Larson Financial Group held 1,524 shares of SS&C Technologies worth $94.6K as of Q2 2026.
  • Larson Financial Group bought 622 SS&C Technologies shares in Q2 2026, an estimated $42.2K.
  • SS&C Technologies made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1219 holding.
  • Larson Financial Group first reported a position in SS&C Technologies in Q2 2022 and has held it in 17 quarters since.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.