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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 $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

Legacy Capital Group California's SSNC Position: Q1 2026 in Review

Legacy Capital Group California sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 3,920 shares — an estimated $343K sold.

Legacy Capital Group California first reported a position in SSNC in Q3 2024 and held it in 6 quarters. The position peaked at $343K in Q4 2025. 721 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Legacy Capital Group California reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 3,920 SS&C Technologies shares in Q1 2026, an estimated $343K.
  • Legacy Capital Group California first reported a position in SS&C Technologies in Q3 2024 and held it in 6 quarters.
  • Legacy Capital Group California's SS&C Technologies position peaked at $343K in Q4 2025.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.