SSG
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Summit Securities Group’s SS&C Technologies SSNC Stock Holding History

Summit Securities 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
Q1 		– Sell
-1
Closed -$87 – 1351
2025
Q4 		$87 Sell
1
-822
-100% -$70.1K ﹤0.01% 972
2025
Q3 		$73K Buy
+823
New +$71.2K 0.02% 465
2024
Q4 		– Sell
-1
Closed – – 878
2024
Q3 		$0 Buy
+1
New +$71 ﹤0.01% 845
2017
Q3 		– Sell
-9,996
Closed -$384K – 293
2017
Q2 		$384K Buy
+9,996
New +$373K 0.07% 136
2016
Q3 		– Sell
-7,812
Closed -$219K – 257
2016
Q2 		$219K Buy
+7,812
New +$234K 0.12% 181

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 $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Summit Securities Group's SSNC Position: Q1 2026 in Review

Summit Securities Group sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 1 share — an estimated $87 sold.

Summit Securities Group first reported a position in SSNC in Q2 2016 and held it in 5 quarters. The position peaked at $384K in Q2 2017. 719 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Summit Securities Group reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 1 SS&C Technologies share in Q1 2026, an estimated $87.
  • Summit Securities Group first reported a position in SS&C Technologies in Q2 2016 and held it in 5 quarters.
  • Summit Securities Group's SS&C Technologies position peaked at $384K in Q2 2017.
  • 719 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.