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Stephens Consulting’s SS&C Technologies SSNC Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-12
Closed -$994 – 1057
2025
Q2 		$994 Buy
+12
New +$943 ﹤0.01% 671
2022
Q1 		– Sell
-20
Closed -$1.64K – 675
2021
Q4 		$1.64K Buy
+20
New +$1.54K ﹤0.01% 636

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $113B AUM 38.87% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stephens Consulting's SSNC Position: Q3 2025 in Review

Stephens Consulting sold out of SS&C Technologies (SSNC) in Q3 2025, closing a stake of 12 shares — an estimated $994 sold.

Stephens Consulting first reported a position in SSNC in Q4 2021 and held it in 2 quarters. The position peaked at $1.64K in Q4 2021. 722 funds tracked by Wall St. Rank hold SSNC as of Q3 2025.

  • Stephens Consulting reported no remaining SS&C Technologies position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 12 SS&C Technologies shares in Q3 2025, an estimated $994.
  • Stephens Consulting first reported a position in SS&C Technologies in Q4 2021 and held it in 2 quarters.
  • Stephens Consulting's SS&C Technologies position peaked at $1.64K in Q4 2021.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.