Sumitomo Mitsui Trust Group
SSNC icon

Sumitomo Mitsui Trust Group’s SS&C Technologies SSNC Stock Holding History

Sumitomo Mitsui Trust Group’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 		$29.8M Sell
480,441
-7,711
-2% -$523K 0.02% 571
2026
Q1 		$33M Sell
488,152
-22,459
-4% -$1.73M 0.02% 550
2025
Q4 		$44.6M Buy
510,611
+1,695
+0.3% +$145K 0.03% 501
2025
Q3 		$45.2M Buy
508,916
+5,666
+1% +$490K 0.03% 501
2025
Q2 		$41.7M Sell
503,250
-32,480
-6% -$2.55M 0.03% 503
2025
Q1 		$44.7M Buy
535,730
+49,496
+10% +$4.1M 0.03% 471
2024
Q4 		$36.8M Sell
486,234
-38,963
-7% -$2.91M 0.02% 528
2024
Q3 		$39M Buy
525,197
+43,815
+9% +$3.11M 0.03% 516
2024
Q2 		$30.2M Sell
481,382
-34,642
-7% -$2.15M 0.02% 560
2024
Q1 		$33.2M Sell
516,024
-3,933
-0.8% -$244K 0.02% 602
2023
Q4 		$31.8M Sell
519,957
-10,668
-2% -$583K 0.02% 606
2023
Q3 		$27.9M Sell
530,625
-19,990
-4% -$1.14M 0.02% 615
2023
Q2 		$33.4M Sell
550,615
-77,968
-12% -$4.43M 0.03% 584
2023
Q1 		$35.5M Sell
628,583
-8,602
-1% -$496K 0.03% 588
2022
Q4 		$33.2M Sell
637,185
-22,950
-3% -$1.16M 0.03% 603
2022
Q3 		$31.5M Buy
660,135
+1,121
+0.2% +$64.6K 0.03% 613
2022
Q2 		$38.3M Sell
659,014
-467,000
-41% -$30M 0.03% 591
2022
Q1 		$84.5M Buy
1,126,014
+10,728
+1% +$839K 0.06% 372
2021
Q4 		$91.4M Buy
1,115,286
+426,453
+62% +$32.8M 0.06% 368
2021
Q3 		$47.8M Sell
688,833
-32,552
-5% -$2.41M 0.03% 559
2021
Q2 		$52M Sell
721,385
-31,778
-4% -$2.32M 0.03% 547
2021
Q1 		$52.6M Sell
753,163
-22,031
-3% -$1.49M 0.03% 527
2020
Q4 		$56.4M Sell
775,194
-100,027
-11% -$6.7M 0.04% 488
2020
Q3 		$53M Sell
875,221
-69,415
-7% -$4.15M 0.04% 474
2020
Q2 		$53.4M Sell
944,636
-120,644
-11% -$6.58M 0.04% 476
2020
Q1 		$46.7M Buy
1,065,280
+193,938
+22% +$11M 0.04% 456
2019
Q4 		$53.5M Buy
871,342
+55,135
+7% +$3.09M 0.04% 450
2019
Q3 		$42.1M Buy
816,207
+1,058
+0.1% +$54.1K 0.04% 494
2019
Q2 		$47M Sell
815,149
-2,969
-0.4% -$179K 0.04% 449
2019
Q1 		$52.1M Buy
818,118
+12,185
+2% +$678K 0.05% 410
2018
Q4 		$36.2M Buy
805,933
+140,572
+21% +$6.82M 0.04% 480
2018
Q3 		$37.8M Buy
665,361
+18,780
+3% +$1.04M 0.04% 469
2018
Q2 		$33.6M Buy
646,581
+149,273
+30% +$7.56M 0.04% 493
2018
Q1 		$26.7M Buy
497,308
+6,020
+1% +$298K 0.03% 526
2017
Q4 		$19.9M Buy
491,288
+2,507
+0.5% +$102K 0.03% 596
2017
Q3 		$19.6M Sell
488,781
-6,614
-1% -$255K 0.03% 579
2017
Q2 		$19M Buy
+495,395
New +$18.5M 0.03% 584

Other funds holding SSNC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SSNC Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its SS&C Technologies (SSNC) stake by 1.6% in Q2 2026, selling an estimated $523K and leaving 480,441 shares worth $29.8M. The position accounts for 0.02% of the portfolio, ranked #571.

Sumitomo Mitsui Trust Group first reported a position in SSNC in Q2 2017 and has held it in 37 quarters since. The position peaked at $91.4M in Q4 2021. 218 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 480,441 shares of SS&C Technologies worth $29.8M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 7,711 SS&C Technologies shares in Q2 2026, an estimated $523K.
  • SS&C Technologies made up 0.02% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #571 holding.
  • Sumitomo Mitsui Trust Group first reported a position in SS&C Technologies in Q2 2017 and has held it in 37 quarters since.
  • Sumitomo Mitsui Trust Group's SS&C Technologies position peaked at $91.4M in Q4 2021.
  • 218 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.