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Laurel Oak Wealth Management’s SS&C Technologies SSNC Stock Holding History

Laurel Oak Wealth 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
2026
Q1 		– Sell
-2,290
Closed -$200K – 388
2025
Q4 		$200K Buy
+2,290
New +$195K 0.03% 350

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Laurel Oak Wealth Management's SSNC Position: Q1 2026 in Review

Laurel Oak Wealth Management sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 2,290 shares — an estimated $200K sold.

Laurel Oak Wealth Management first reported a position in SSNC in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 721 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Laurel Oak Wealth Management reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
  • Laurel Oak Wealth Management sold 2,290 SS&C Technologies shares in Q1 2026, an estimated $200K.
  • Laurel Oak Wealth Management first reported a position in SS&C Technologies in Q4 2025 and held it in 1 quarter.
  • Laurel Oak Wealth Management's SS&C Technologies position peaked at $200K in Q4 2025.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.