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SYM Financial Corp’s SS&C Technologies SSNC Stock Holding History

SYM Financial Corp’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 		$227K Buy
+3,656
New +$248K 0.02% 338
2026
Q1 		– Sell
-2,325
Closed -$203K – 454
2025
Q4 		$203K Sell
2,325
-22
-0.9% -$1.88K 0.02% 322
2025
Q3 		$208K Buy
+2,347
New +$203K 0.02% 311

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 40.89% 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

SYM Financial Corp's SSNC Position: Q2 2026 in Review

SYM Financial Corp opened a new position in SS&C Technologies (SSNC) in Q2 2026: 3,656 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #338 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in SSNC as recently as Q4 2025.

SYM Financial Corp first reported a position in SSNC in Q3 2025 and has held it in 3 quarters since. 725 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • SYM Financial Corp held 3,656 shares of SS&C Technologies worth $227K as of Q2 2026.
  • SS&C Technologies was a new SYM Financial Corp position in Q2 2026.
  • SS&C Technologies made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #338 holding.
  • SYM Financial Corp first reported a position in SS&C Technologies in Q3 2025 and has held it in 3 quarters since.
  • 725 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.