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Leo H. Evart Inc’s SS&C Technologies SSNC Stock Holding History

Leo H. Evart Inc’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 		$134 Hold
2
– – ﹤0.01% 267
2026
Q1 		$146 Buy
+2
New +$154 ﹤0.01% 268

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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

Leo H. Evart Inc's SSNC Position: Q2 2026 in Review

Leo H. Evart Inc held its SS&C Technologies (SSNC) position steady in Q2 2026 at 2 shares worth $134. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Leo H. Evart Inc first reported a position in SSNC in Q1 2026 and has held it in 2 quarters since. The position peaked at $146 in Q1 2026. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Leo H. Evart Inc held 2 shares of SS&C Technologies worth $134 as of Q2 2026.
  • Leo H. Evart Inc left its SS&C Technologies share count unchanged in Q2 2026.
  • SS&C Technologies made up ﹤0.01% of Leo H. Evart Inc's portfolio in Q2 2026, its #267 holding.
  • Leo H. Evart Inc first reported a position in SS&C Technologies in Q1 2026 and has held it in 2 quarters since.
  • Leo H. Evart Inc's SS&C Technologies position peaked at $146 in Q1 2026.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.