MBL Wealth
SSNC icon

MBL Wealth’s SS&C Technologies SSNC Stock Holding History

MBL Wealth’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
Q3 		$378K Buy
+4,905
New +$378K 0.02% 386

Other funds holding SSNC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.44B AUM 34.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

MBL Wealth's SSNC Position: Q3 2026 in Review

MBL Wealth opened a new position in SS&C Technologies (SSNC) in Q3 2026: 4,905 shares worth $378K. The stake represents 0.02% of the portfolio and ranks #386 among its holdings.

540 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • MBL Wealth held 4,905 shares of SS&C Technologies worth $378K as of Q3 2026.
  • SS&C Technologies was a new MBL Wealth position in Q3 2026.
  • SS&C Technologies made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #386 holding.
  • 540 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.