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Rothschild Investment LLC’s SS&C Technologies SSNC Stock Holding History

Rothschild Investment LLC’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 		$2.43M Buy
39,164
+15,190
+63% +$1.03M 0.09% 211
2026
Q1 		$1.62M Buy
23,974
+76
+0.3% +$5.84K 0.08% 190
2025
Q4 		$2.09M Buy
23,898
+28
+0.1% +$2.39K 0.11% 155
2025
Q3 		$2.12M Sell
23,870
-334
-1% -$28.9K 0.12% 152
2025
Q2 		$2M Buy
24,204
+3
+0% +$236 0.13% 149
2025
Q1 		$2.02M Sell
24,201
-31
-0.1% -$2.57K 0.14% 147
2024
Q4 		$1.84M Sell
24,232
-67
-0.3% -$5.01K 0.12% 153
2024
Q3 		$1.8M Sell
24,299
-114
-0.5% -$8.08K 0.12% 154
2024
Q2 		$1.53M Sell
24,413
-81
-0.3% -$5.03K 0.11% 165
2024
Q1 		$1.58M Buy
24,494
+24,171
+7,483% +$1.5M 0.11% 155
2023
Q4 		$19.7K Sell
323
-24,290
-99% -$1.33M ﹤0.01% 870
2023
Q3 		$1.29M Sell
24,613
-126
-0.5% -$7.2K 0.11% 173
2023
Q2 		$1.5M Buy
24,739
+67
+0.3% +$3.81K 0.12% 156
2023
Q1 		$1.39M Buy
24,672
+9,876
+67% +$569K 0.12% 165
2022
Q4 		$771K Buy
+14,796
New +$750K 0.07% 239

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
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

Rothschild Investment LLC's SSNC Position: Q2 2026 in Review

Rothschild Investment LLC increased its SS&C Technologies (SSNC) stake by 63% in Q2 2026, buying an estimated $1.03M and bringing the position to 39,164 shares worth $2.43M. The position accounts for 0.09% of the portfolio, ranked #211.

Rothschild Investment LLC first reported a position in SSNC in Q4 2022 and has held it in 15 quarters since. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Rothschild Investment LLC held 39,164 shares of SS&C Technologies worth $2.43M as of Q2 2026.
  • Rothschild Investment LLC bought 15,190 SS&C Technologies shares in Q2 2026, an estimated $1.03M.
  • SS&C Technologies made up 0.09% of Rothschild Investment LLC's portfolio in Q2 2026, its #211 holding.
  • Rothschild Investment LLC first reported a position in SS&C Technologies in Q4 2022 and has held it in 15 quarters since.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.