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North Star Investment Management’s SS&C Technologies SSNC Stock Holding History

North Star Investment Management’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 		– Sell
-7
Closed -$473 – 1829
2026
Q1 		$473 Buy
7
+1
+17% +$77 ﹤0.01% 1615
2025
Q4 		$525 Buy
+6
New +$512 ﹤0.01% 1479

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

North Star Investment Management's SSNC Position: Q2 2026 in Review

North Star Investment Management sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 7 shares — an estimated $473 sold.

North Star Investment Management first reported a position in SSNC in Q4 2025 and held it in 2 quarters. The position peaked at $525 in Q4 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • North Star Investment Management reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
  • North Star Investment Management sold 7 SS&C Technologies shares in Q2 2026, an estimated $473.
  • North Star Investment Management first reported a position in SS&C Technologies in Q4 2025 and held it in 2 quarters.
  • North Star Investment Management's SS&C Technologies position peaked at $525 in Q4 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.