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LGT Financial Advisors’s SS&C Technologies SSNC Stock Holding History

LGT Financial Advisors’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
2025
Q4 		– Sell
-52
Closed -$4.66K – 363
2025
Q3 		$4.66K Hold
52
– – 0.01% 310
2025
Q2 		$4.33K Hold
52
– – 0.01% 308
2025
Q1 		$4.35K Sell
52
-437
-89% -$36.2K 0.01% 237
2024
Q4 		$37.1K Hold
489
– – 0.08% 192
2024
Q3 		$36.3K Sell
489
-482
-50% -$34.2K 0.09% 175
2024
Q2 		$60.9K Sell
971
-1,356
-58% -$84.1K 0.13% 142
2024
Q1 		$150K Sell
2,327
-96
-4% -$5.96K 0.17% 138
2023
Q4 		$148K Buy
2,423
+46
+2% +$2.51K 0.18% 132
2023
Q3 		$125K Buy
+2,377
New +$136K 0.16% 136

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LGT Financial Advisors's SSNC Position: Q4 2025 in Review

LGT Financial Advisors sold out of SS&C Technologies (SSNC) in Q4 2025, closing a stake of 52 shares — an estimated $4.66K sold.

LGT Financial Advisors first reported a position in SSNC in Q3 2023 and held it in 9 quarters. The position peaked at $150K in Q1 2024. 757 funds tracked by Wall St. Rank hold SSNC as of Q4 2025.

  • LGT Financial Advisors reported no remaining SS&C Technologies position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 52 SS&C Technologies shares in Q4 2025, an estimated $4.66K.
  • LGT Financial Advisors first reported a position in SS&C Technologies in Q3 2023 and held it in 9 quarters.
  • LGT Financial Advisors's SS&C Technologies position peaked at $150K in Q1 2024.
  • 757 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.