Leo Wealth LLC’s SS&C Technologies SSNC Stock Holding History

Leo Wealth LLC’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	-2,670	Closed	-$233K	–	478
2025 Q4	$233K	Buy	+2,670	New	+$228K	0.02%	384
2025 Q3	–	Sell	-2,456	Closed	-$203K	–	383
2025 Q2	$203K	Buy	+2,456	New	+$193K	0.02%	373

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Leo Wealth LLC's SSNC Position: Q1 2026 in Review

Leo Wealth LLC sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 2,670 shares — an estimated $233K sold.

Leo Wealth LLC first reported a position in SSNC in Q2 2025 and held it in 2 quarters. The position peaked at $233K in Q4 2025. 719 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

Leo Wealth LLC reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
Leo Wealth LLC sold 2,670 SS&C Technologies shares in Q1 2026, an estimated $233K.
Leo Wealth LLC first reported a position in SS&C Technologies in Q2 2025 and held it in 2 quarters.
Leo Wealth LLC's SS&C Technologies position peaked at $233K in Q4 2025.
719 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.