SYM Financial Corp
SSNC icon

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
Q3 		$230K Sell
2,981
-675
-18% -$52K 0.02% 363
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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

SYM Financial Corp's SSNC Position: Q3 2026 in Review

SYM Financial Corp reduced its SS&C Technologies (SSNC) stake by 18% in Q3 2026, selling an estimated $52K and leaving 2,981 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #363.

SYM Financial Corp first reported a position in SSNC in Q3 2025 and has held it in 4 quarters since. 338 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • SYM Financial Corp held 2,981 shares of SS&C Technologies worth $230K as of Q3 2026.
  • SYM Financial Corp sold 675 SS&C Technologies shares in Q3 2026, an estimated $52K.
  • SS&C Technologies made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #363 holding.
  • SYM Financial Corp first reported a position in SS&C Technologies in Q3 2025 and has held it in 4 quarters since.
  • 338 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.