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Sunrise Financial Services’s SS&C Technologies SSNC Stock Holding History

Sunrise Financial Services’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 		$1.92K Hold
31
– – ﹤0.01% 405
2026
Q1 		$2.1K Hold
31
– – ﹤0.01% 386
2025
Q4 		$2.71K Buy
+31
New +$2.64K ﹤0.01% 318

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

Sunrise Financial Services's SSNC Position: Q2 2026 in Review

Sunrise Financial Services held its SS&C Technologies (SSNC) position steady in Q2 2026 at 31 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Sunrise Financial Services first reported a position in SSNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.71K in Q4 2025. 722 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Sunrise Financial Services held 31 shares of SS&C Technologies worth $1.92K as of Q2 2026.
  • Sunrise Financial Services left its SS&C Technologies share count unchanged in Q2 2026.
  • SS&C Technologies made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #405 holding.
  • Sunrise Financial Services first reported a position in SS&C Technologies in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's SS&C Technologies position peaked at $2.71K in Q4 2025.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

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