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Merit Financial Group’s SS&C Technologies SSNC Stock Holding History

Merit Financial Group’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 		$835K Buy
13,453
+6,653
+98% +$451K 0.01% 1182
2026
Q1 		$460K Sell
6,800
-1,215
-15% -$93.4K ﹤0.01% 1419
2025
Q4 		$701K Buy
8,015
+368
+5% +$31.4K 0.01% 1105
2025
Q3 		$679K Sell
7,647
-729
-9% -$63.1K 0.01% 1024
2025
Q2 		$694K Buy
8,376
+268
+3% +$21.1K 0.01% 954
2025
Q1 		$677K Buy
8,108
+3,372
+71% +$279K 0.01% 808
2024
Q4 		$359K Buy
+4,736
New +$354K 0.01% 857

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
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 40.89% 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

Merit Financial Group's SSNC Position: Q2 2026 in Review

Merit Financial Group increased its SS&C Technologies (SSNC) stake by 98% in Q2 2026, buying an estimated $451K and bringing the position to 13,453 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #1182.

Merit Financial Group first reported a position in SSNC in Q4 2024 and has held it in 7 quarters since. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Merit Financial Group held 13,453 shares of SS&C Technologies worth $835K as of Q2 2026.
  • Merit Financial Group bought 6,653 SS&C Technologies shares in Q2 2026, an estimated $451K.
  • SS&C Technologies made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1182 holding.
  • Merit Financial Group first reported a position in SS&C Technologies in Q4 2024 and has held it in 7 quarters since.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.