Litman Gregory Wealth Management’s SS&C Technologies SSNC Stock Holding History

Litman Gregory Wealth Management’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	$43.7K	Buy	+500	New	+$42.6K	﹤0.01%	237

Other funds holding SSNC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Litman Gregory Wealth Management's SSNC Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in SS&C Technologies (SSNC) in Q4 2025: 500 shares worth $43.7K. The stake represents ﹤0.01% of the portfolio and ranks #237 among its holdings.

758 funds tracked by Wall St. Rank hold SSNC as of Q4 2025.

Litman Gregory Wealth Management held 500 shares of SS&C Technologies worth $43.7K as of Q4 2025.
SS&C Technologies was a new Litman Gregory Wealth Management position in Q4 2025.
SS&C Technologies made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #237 holding.
758 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.