SGL Investment Advisors’s SS&C Technologies SSNC Stock Holding History

SGL Investment Advisors’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	$293K	Sell	3,670 -276	-7%	-$18.7K	0.1%	126
2026 Q1	$265K	Sell	3,946 -44,278	-92%	-$3.4M	0.1%	119
2025 Q4	$3.62M	Buy	48,224 +828	+2%	+$70.6K	1.45%	27
2025 Q3	$4.02M	Buy	47,396 +2,355	+5%	+$204K	1.67%	22
2025 Q2	$3.75M	Sell	45,041 -434	-1%	-$34.1K	1.78%	22
2025 Q1	$3.53M	Sell	45,475 -13,461	-23%	-$1.11M	1.83%	23
2024 Q4	$5.19M	Buy	58,936 +230	+0.4%	+$17.2K	2.62%	12
2024 Q3	$4.36M	Buy	+58,706	New	+$4.16M	2.24%	17

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SGL Investment Advisors's SSNC Position: Q2 2026 in Review

SGL Investment Advisors reduced its SS&C Technologies (SSNC) stake by 7% in Q2 2026, selling an estimated $18.7K and leaving 3,670 shares worth $293K. The position accounts for 0.1% of the portfolio, ranked #126.

SGL Investment Advisors first reported a position in SSNC in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.19M in Q4 2024. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

SGL Investment Advisors held 3,670 shares of SS&C Technologies worth $293K as of Q2 2026.
SGL Investment Advisors sold 276 SS&C Technologies shares in Q2 2026, an estimated $18.7K.
SS&C Technologies made up 0.1% of SGL Investment Advisors's portfolio in Q2 2026, its #126 holding.
SGL Investment Advisors first reported a position in SS&C Technologies in Q3 2024 and has held it in 8 quarters since.
SGL Investment Advisors's SS&C Technologies position peaked at $5.19M in Q4 2024.
721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.