Raymond James Financial
SSNC icon

Raymond James Financial’s SS&C Technologies SSNC Stock Holding History

Raymond James Financial’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 		$25.7M Sell
379,857
-194,268
-34% -$14.9M 0.01% 1297
2025
Q4 		$50.2M Buy
574,125
+371
+0.1% +$31.6K 0.02% 818
2025
Q3 		$50.9M Sell
573,754
-139,697
-20% -$12.1M 0.02% 796
2025
Q2 		$59.1M Sell
713,451
-44,185
-6% -$3.47M 0.02% 669
2025
Q1 		$63.3M Buy
757,636
+108,668
+17% +$8.99M 0.02% 610
2024
Q4 		$49.2M Buy
+648,968
New +$48.6M 0.02% 730

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Raymond James Financial's SSNC Position: Q1 2026 in Review

Raymond James Financial reduced its SS&C Technologies (SSNC) stake by 34% in Q1 2026, selling an estimated $14.9M and leaving 379,857 shares worth $25.7M. The position accounts for 0.01% of the portfolio, ranked #1297.

Raymond James Financial first reported a position in SSNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $63.3M in Q1 2025. 718 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Raymond James Financial held 379,857 shares of SS&C Technologies worth $25.7M as of Q1 2026.
  • Raymond James Financial sold 194,268 SS&C Technologies shares in Q1 2026, an estimated $14.9M.
  • SS&C Technologies made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1297 holding.
  • Raymond James Financial first reported a position in SS&C Technologies in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's SS&C Technologies position peaked at $63.3M in Q1 2025.
  • 718 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.