LCGC
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Legacy Capital Group California’s SS&C Technologies SSNC Stock Holding History

Legacy Capital Group California’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
-3,920
Closed -$343K – 356
2025
Q4 		$343K Buy
3,920
+172
+5% +$14.7K 0.08% 276
2025
Q3 		$333K Buy
3,748
+310
+9% +$26.8K 0.08% 270
2025
Q2 		$285K Buy
3,438
+200
+6% +$15.7K 0.08% 273
2025
Q1 		$270K Buy
3,238
+235
+8% +$19.4K 0.09% 248
2024
Q4 		$228K Buy
3,003
+164
+6% +$12.3K 0.07% 292
2024
Q3 		$211K Buy
+2,839
New +$201K 0.07% 297

Other funds holding SSNC

BlackRock
BlackRock New York $5.7T 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 $141B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return