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Northwest & Ethical Investments’s SS&C Technologies SSNC Stock Holding History

Northwest & Ethical Investments’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
Q1 		– Sell
-160,332
Closed -$14M – 596
2025
Q4 		$14M Buy
160,332
+7,802
+5% +$665K 0.32% 94
2025
Q3 		$13.5M Buy
+152,530
New +$13.2M 0.32% 97
2021
Q1 		– Sell
-17,512
Closed -$1.27M – 431
2020
Q4 		$1.27M Hold
17,512
– – 0.05% 300
2020
Q3 		$1.06M Buy
+17,512
New +$1.05M 0.05% 303

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Northwest & Ethical Investments's SSNC Position: Q1 2026 in Review

Northwest & Ethical Investments sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 160,332 shares — an estimated $14M sold.

Northwest & Ethical Investments first reported a position in SSNC in Q3 2020 and held it in 4 quarters. The position peaked at $14M in Q4 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Northwest & Ethical Investments reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 160,332 SS&C Technologies shares in Q1 2026, an estimated $14M.
  • Northwest & Ethical Investments first reported a position in SS&C Technologies in Q3 2020 and held it in 4 quarters.
  • Northwest & Ethical Investments's SS&C Technologies position peaked at $14M in Q4 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.