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

Sovereign 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
2025
Q1 		– Sell
-2,847
Closed -$216K – 81
2024
Q4 		$216K Buy
+2,847
New +$213K 0.06% 91

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sovereign Investment Advisors's SSNC Position: Q1 2025 in Review

Sovereign Investment Advisors sold out of SS&C Technologies (SSNC) in Q1 2025, closing a stake of 2,847 shares — an estimated $216K sold.

Sovereign Investment Advisors first reported a position in SSNC in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 718 funds tracked by Wall St. Rank hold SSNC as of Q1 2025.

  • Sovereign Investment Advisors reported no remaining SS&C Technologies position as of Q1 2025 after selling out during the quarter.
  • Sovereign Investment Advisors sold 2,847 SS&C Technologies shares in Q1 2025, an estimated $216K.
  • Sovereign Investment Advisors first reported a position in SS&C Technologies in Q4 2024 and held it in 1 quarter.
  • Sovereign Investment Advisors's SS&C Technologies position peaked at $216K in Q4 2024.
  • 718 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2025.

Based on Sovereign Investment Advisors's 13F filing for Q1 2025, filed 8 May 2025.