Rockefeller Capital Management
SSNC icon

Rockefeller Capital Management’s SS&C Technologies SSNC Stock Holding History

Rockefeller Capital 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 		$644K Sell
10,377
-1,559
-13% -$106K ﹤0.01% 1951
2026
Q1 		$807K Buy
11,936
+6,129
+106% +$471K ﹤0.01% 1723
2025
Q4 		$508K Buy
5,807
+11
+0.2% +$938 ﹤0.01% 1893
2025
Q3 		$514K Buy
+5,796
New +$502K ﹤0.01% 1750
2024
Q4 		– Sell
-11,728
Closed -$868K – 1724
2024
Q3 		$868K Sell
11,728
-11,716
-50% -$831K ﹤0.01% 1268
2024
Q2 		$1.47M Buy
23,444
+740
+3% +$45.9K ﹤0.01% 1085
2024
Q1 		$1.46M Buy
22,704
+9,563
+73% +$594K ﹤0.01% 1128
2023
Q4 		$803K Sell
13,141
-364
-3% -$19.9K ﹤0.01% 1217
2023
Q3 		$710K Buy
+13,505
New +$772K ﹤0.01% 1205
2023
Q2 		– Sell
-4,504
Closed -$254K – 2006
2023
Q1 		$254K Buy
4,504
+1,217
+37% +$70.2K ﹤0.01% 1679
2022
Q4 		$171K Sell
3,287
-1,078
-25% -$54.6K ﹤0.01% 1740
2022
Q3 		$208K Buy
4,365
+1,476
+51% +$85K ﹤0.01% 1632
2022
Q2 		$167K Sell
2,889
-90,857
-97% -$5.84M ﹤0.01% 1703
2022
Q1 		$7.03M Buy
93,746
+8,299
+10% +$649K 0.03% 460
2021
Q4 		$7M Buy
85,447
+1,812
+2% +$139K 0.03% 442
2021
Q3 		$5.8M Buy
83,635
+2,869
+4% +$213K 0.03% 436
2021
Q2 		$5.82M Buy
80,766
+13,506
+20% +$988K 0.03% 413
2021
Q1 		$4.7M Buy
67,260
+6,380
+10% +$431K 0.03% 384
2020
Q4 		$4.43M Buy
60,880
+1,412
+2% +$94.6K 0.03% 348
2020
Q3 		$3.6M Buy
59,468
+1,307
+2% +$78.2K 0.03% 319
2020
Q2 		$3.29M Buy
58,161
+4,713
+9% +$257K 0.03% 304
2020
Q1 		$2.34M Buy
53,448
+51,874
+3,296% +$2.93M 0.03% 308
2019
Q4 		$97K Hold
1,574
– – ﹤0.01% 984
2019
Q3 		$81K Hold
1,574
– – ﹤0.01% 846
2019
Q2 		$91K Buy
+1,574
New +$94.9K ﹤0.01% 708

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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's SSNC Position: Q2 2026 in Review

Rockefeller Capital Management reduced its SS&C Technologies (SSNC) stake by 13% in Q2 2026, selling an estimated $106K and leaving 10,377 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Rockefeller Capital Management first reported a position in SSNC in Q2 2019 and has held it in 25 quarters since. The position peaked at $7.03M in Q1 2022. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Rockefeller Capital Management held 10,377 shares of SS&C Technologies worth $644K as of Q2 2026.
  • Rockefeller Capital Management sold 1,559 SS&C Technologies shares in Q2 2026, an estimated $106K.
  • SS&C Technologies made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1951 holding.
  • Rockefeller Capital Management first reported a position in SS&C Technologies in Q2 2019 and has held it in 25 quarters since.
  • Rockefeller Capital Management's SS&C Technologies position peaked at $7.03M in Q1 2022.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.