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Sound Income Strategies’s SS&C Technologies SSNC Stock Holding History

Sound Income Strategies’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 		– Sell
-17
Closed -$1.46K – 2700
2025
Q4 		$1.46K Buy
+17
New +$1.45K ﹤0.01% 2215
2021
Q4 		– Sell
-8
Closed -$1K – 885
2021
Q3 		$1K Hold
8
– – ﹤0.01% 784
2021
Q2 		$1K Buy
+8
New +$585 ﹤0.01% 832
2021
Q1 		– Sell
-8
Closed -$1K – 1046
2020
Q4 		$1K Hold
8
– – ﹤0.01% 823
2020
Q3 		$0 Buy
+8
New +$479 ﹤0.01% 932

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sound Income Strategies's SSNC Position: Q1 2026 in Review

Sound Income Strategies sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 17 shares — an estimated $1.46K sold.

Sound Income Strategies first reported a position in SSNC in Q3 2020 and held it in 5 quarters. The position peaked at $1.46K in Q4 2025. 721 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Sound Income Strategies reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 17 SS&C Technologies shares in Q1 2026, an estimated $1.46K.
  • Sound Income Strategies first reported a position in SS&C Technologies in Q3 2020 and held it in 5 quarters.
  • Sound Income Strategies's SS&C Technologies position peaked at $1.46K in Q4 2025.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.