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Sunbelt Securities’s SS&C Technologies SSNC Stock Holding History

Sunbelt Securities’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 		$90.1K Sell
1,333
-75
-5% -$5.77K 0.01% 875
2025
Q4 		$123K Sell
1,408
-17
-1% -$1.45K 0.01% 769
2025
Q3 		$126K Buy
+1,425
New +$123K 0.01% 764
2025
Q2 		– Sell
-891
Closed -$74.4K – 1889
2025
Q1 		$74.4K Buy
+891
New +$73.7K 0.01% 808

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

Sunbelt Securities's SSNC Position: Q1 2026 in Review

Sunbelt Securities reduced its SS&C Technologies (SSNC) stake by 5.3% in Q1 2026, selling an estimated $5.77K and leaving 1,333 shares worth $90.1K. The position accounts for 0.01% of the portfolio, ranked #875.

Sunbelt Securities first reported a position in SSNC in Q1 2025 and has held it in 4 quarters since. The position peaked at $126K in Q3 2025. 719 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Sunbelt Securities held 1,333 shares of SS&C Technologies worth $90.1K as of Q1 2026.
  • Sunbelt Securities sold 75 SS&C Technologies shares in Q1 2026, an estimated $5.77K.
  • SS&C Technologies made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #875 holding.
  • Sunbelt Securities first reported a position in SS&C Technologies in Q1 2025 and has held it in 4 quarters since.
  • Sunbelt Securities's SS&C Technologies position peaked at $126K in Q3 2025.
  • 719 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.