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Principal Securities’s SS&C Technologies SSNC Stock Holding History

Principal Securities’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 		$432K Sell
6,966
-636
-8% -$43.2K 0.01% 1148
2026
Q1 		$514K Buy
7,602
+524
+7% +$40.3K 0.01% 976
2025
Q4 		$619K Sell
7,078
-666
-9% -$56.8K 0.01% 856
2025
Q3 		$687K Buy
7,744
+538
+7% +$46.6K 0.01% 788
2025
Q2 		$597K Buy
7,206
+4,201
+140% +$330K 0.01% 793
2025
Q1 		$228K Hold
3,005
– – 0.01% 1078
2024
Q4 		$228K Buy
3,005
+1,864
+163% +$139K 0.01% 1076
2024
Q3 		$84.7K Buy
1,141
+549
+93% +$38.9K ﹤0.01% 1477
2024
Q2 		$37.1K Sell
592
-184
-24% -$11.4K ﹤0.01% 1756
2024
Q1 		$50K Sell
776
-85
-10% -$5.28K ﹤0.01% 1571
2023
Q4 		$52.6K Buy
+861
New +$47K ﹤0.01% 1463

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 40.91% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Securities's SSNC Position: Q2 2026 in Review

Principal Securities reduced its SS&C Technologies (SSNC) stake by 8.4% in Q2 2026, selling an estimated $43.2K and leaving 6,966 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #1148.

Principal Securities first reported a position in SSNC in Q4 2023 and has held it in 11 quarters since. The position peaked at $687K in Q3 2025. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Principal Securities held 6,966 shares of SS&C Technologies worth $432K as of Q2 2026.
  • Principal Securities sold 636 SS&C Technologies shares in Q2 2026, an estimated $43.2K.
  • SS&C Technologies made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1148 holding.
  • Principal Securities first reported a position in SS&C Technologies in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's SS&C Technologies position peaked at $687K in Q3 2025.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.