Moody Lynn & Lieberson’s SS&C Technologies SSNC Stock Holding History

Moody Lynn & Lieberson’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	$547K	Buy	8,823 +117	+1%	+$7.94K	0.03%	170
2026 Q1	$588K	Sell	8,706 -17	-0.2%	-$1.31K	0.03%	166
2025 Q4	$763K	Sell	8,723 -460	-5%	-$39.2K	0.04%	136
2025 Q3	$815K	Buy	9,183 +208	+2%	+$18K	0.04%	131
2025 Q2	$743K	Sell	8,975 -44	-0.5%	-$3.46K	0.04%	140
2025 Q1	$753K	Hold	9,019	–	–	0.05%	138
2024 Q4	$683K	Buy	9,019 +54	+0.6%	+$4.04K	0.04%	147
2024 Q3	$665K	Hold	8,965	–	–	0.04%	154
2024 Q2	$562K	Hold	8,965	–	–	0.04%	152
2024 Q1	$577K	Buy	8,965 +17	+0.2%	+$1.06K	0.04%	146
2023 Q4	$547K	Buy	8,948 +30	+0.3%	+$1.64K	0.04%	151
2023 Q3	$469K	Sell	8,918 -33	-0.4%	-$1.89K	0.04%	147
2023 Q2	$542K	Sell	8,951 -132	-1%	-$7.51K	0.04%	143
2023 Q1	$513K	Buy	9,083 +88	+1%	+$5.07K	0.05%	151
2022 Q4	$468K	Sell	8,995 -237	-3%	-$12K	0.04%	160
2022 Q3	$441K	Hold	9,232	–	–	0.04%	149
2022 Q2	$536K	Sell	9,232 -85	-0.9%	-$5.47K	0.05%	142
2022 Q1	$699K	Buy	9,317 +114	+1%	+$8.91K	0.05%	136
2021 Q4	$754K	Buy	9,203 +18	+0.2%	+$1.39K	0.05%	146
2021 Q3	$637K	Hold	9,185	–	–	0.05%	144
2021 Q2	$662K	Hold	9,185	–	–	0.05%	137
2021 Q1	$642K	Buy	9,185 +29	+0.3%	+$1.96K	0.05%	139
2020 Q4	$666K	Buy	9,156 +305	+3%	+$20.4K	0.06%	131
2020 Q3	$536K	Sell	8,851 -270	-3%	-$16.2K	0.05%	133
2020 Q2	$515K	Hold	9,121	–	–	0.06%	123
2020 Q1	$400K	Sell	9,121 -355	-4%	-$20.1K	0.06%	120
2019 Q4	$582K	Sell	9,476 -545	-5%	-$30.6K	0.06%	144
2019 Q3	$517K	Buy	10,021 +68	+0.7%	+$3.48K	0.06%	139
2019 Q2	$573K	Hold	9,953	–	–	0.06%	138
2019 Q1	$634K	Sell	9,953 -352	-3%	-$19.6K	0.07%	123
2018 Q4	$465K	Sell	10,305 -17,135	-62%	-$832K	0.06%	140
2018 Q3	$1.56M	Buy	27,440 +17,109	+166%	+$949K	0.17%	90
2018 Q2	$536K	Sell	10,331 -218	-2%	-$11K	0.06%	147
2018 Q1	$566K	Sell	10,549 -147	-1%	-$7.29K	0.07%	136
2017 Q4	$534K	Buy	10,696 +260	+2%	+$10.6K	0.06%	155
2017 Q3	$419K	Sell	10,436 -184	-2%	-$7.1K	0.05%	173
2017 Q2	$408K	Buy	+10,620	New	+$396K	0.05%	173
2016 Q1	–	Sell	-22,480	Closed	-$767K	–	188
2015 Q4	$767K	Hold	22,480	–	–	0.12%	98
2015 Q3	$787K	Buy	+22,480	New	+$759K	0.15%	83

Other funds holding SSNC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Moody Lynn & Lieberson's SSNC Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its SS&C Technologies (SSNC) stake by 1.3% in Q2 2026, buying an estimated $7.94K and bringing the position to 8,823 shares worth $547K. The position accounts for 0.03% of the portfolio, ranked #170.

Moody Lynn & Lieberson first reported a position in SSNC in Q3 2015 and has held it in 39 quarters since. The position peaked at $1.56M in Q3 2018. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Moody Lynn & Lieberson held 8,823 shares of SS&C Technologies worth $547K as of Q2 2026.
Moody Lynn & Lieberson bought 117 SS&C Technologies shares in Q2 2026, an estimated $7.94K.
SS&C Technologies made up 0.03% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #170 holding.
Moody Lynn & Lieberson first reported a position in SS&C Technologies in Q3 2015 and has held it in 39 quarters since.
Moody Lynn & Lieberson's SS&C Technologies position peaked at $1.56M in Q3 2018.
724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.