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Summit Financial’s SS&C Technologies SSNC Stock Holding History

Summit Financial’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 		$3.67M Sell
59,089
-621
-1% -$42.1K 0.04% 432
2026
Q1 		$4.03M Buy
+59,710
New +$4.59M 0.05% 371

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Summit Financial's SSNC Position: Q2 2026 in Review

Summit Financial reduced its SS&C Technologies (SSNC) stake by 1% in Q2 2026, selling an estimated $42.1K and leaving 59,089 shares worth $3.67M. The position accounts for 0.04% of the portfolio, ranked #432.

Summit Financial first reported a position in SSNC in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.03M in Q1 2026. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Summit Financial held 59,089 shares of SS&C Technologies worth $3.67M as of Q2 2026.
  • Summit Financial sold 621 SS&C Technologies shares in Q2 2026, an estimated $42.1K.
  • SS&C Technologies made up 0.04% of Summit Financial's portfolio in Q2 2026, its #432 holding.
  • Summit Financial first reported a position in SS&C Technologies in Q1 2026 and has held it in 2 quarters since.
  • Summit Financial's SS&C Technologies position peaked at $4.03M in Q1 2026.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.