Nalls Sherbakoff Group’s SS&C Technologies SSNC Stock Holding History

Nalls Sherbakoff 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
2025 Q2	–	Sell	-14	Closed	-$1.17K	–	462
2025 Q1	$1.17K	Buy	+14	New	+$1.16K	﹤0.01%	401
2023 Q4	$856	Hold	14	–	–	﹤0.01%	399
2023 Q3	$736	Hold	14	–	–	﹤0.01%	414
2023 Q2	$770	Hold	14	–	–	﹤0.01%	431
2023 Q1	$777	Buy	+14	New	+$807	﹤0.01%	458

Other funds holding SSNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Nalls Sherbakoff Group's SSNC Position: Q2 2025 in Review

Nalls Sherbakoff Group sold out of SS&C Technologies (SSNC) in Q2 2025, closing a stake of 14 shares — an estimated $1.17K sold.

Nalls Sherbakoff Group first reported a position in SSNC in Q1 2023 and held it in 5 quarters. The position peaked at $1.17K in Q1 2025. 693 funds tracked by Wall St. Rank hold SSNC as of Q2 2025.

Nalls Sherbakoff Group reported no remaining SS&C Technologies position as of Q2 2025 after selling out during the quarter.
Nalls Sherbakoff Group sold 14 SS&C Technologies shares in Q2 2025, an estimated $1.17K.
Nalls Sherbakoff Group first reported a position in SS&C Technologies in Q1 2023 and held it in 5 quarters.
Nalls Sherbakoff Group's SS&C Technologies position peaked at $1.17K in Q1 2025.
693 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2025, filed 12 Mar 2026.