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Toth Financial Advisory’s SS&C Technologies SSNC Stock Holding History

Toth Financial Advisory’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 		$68 Hold
1
– – ﹤0.01% 912
2025
Q4 		$88 Buy
+1
New +$85 ﹤0.01% 901
2024
Q3 		– Sell
-15
Closed -$941 – 771
2024
Q2 		$941 Buy
+15
New +$931 ﹤0.01% 701
2023
Q4 		– Sell
-30
Closed -$1.58K – 790
2023
Q3 		$1.58K Buy
+30
New +$1.72K ﹤0.01% 656
2020
Q3 		– Sell
-10
Closed -$1K – 610
2020
Q2 		$1K Buy
+10
New +$545 ﹤0.01% 520
2019
Q3 		– Sell
-1,000
Closed -$58K – 514
2019
Q2 		$58K Sell
1,000
-4,325
-81% -$261K 0.01% 217
2019
Q1 		$339K Buy
+5,325
New +$296K 0.08% 131
2018
Q4 		– Sell
-8,700
Closed -$494K – 461
2018
Q3 		$494K Buy
+8,700
New +$483K 0.11% 119

Other funds holding SSNC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return