Montag & Associates’s SS&C Technologies SSNC Stock Holding History

Montag & Associates’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	-18	Closed	-$1.6K	–	1150
2025 Q3	$1.6K	Buy	+18	New	+$1.56K	﹤0.01%	951

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

Montag & Associates's SSNC Position: Q4 2025 in Review

Montag & Associates sold out of SS&C Technologies (SSNC) in Q4 2025, closing a stake of 18 shares — an estimated $1.6K sold.

Montag & Associates first reported a position in SSNC in Q3 2025 and held it in 1 quarter. The position peaked at $1.6K in Q3 2025. 758 funds tracked by Wall St. Rank hold SSNC as of Q4 2025.

Montag & Associates reported no remaining SS&C Technologies position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 18 SS&C Technologies shares in Q4 2025, an estimated $1.6K.
Montag & Associates first reported a position in SS&C Technologies in Q3 2025 and held it in 1 quarter.
Montag & Associates's SS&C Technologies position peaked at $1.6K in Q3 2025.
758 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.