Truist Financial
SSNC icon

Truist Financial’s SS&C Technologies SSNC Stock Holding History

Truist Financial’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 		$1.64M Sell
26,461
-1,255
-5% -$85.2K ﹤0.01% 1495
2026
Q1 		$1.87M Sell
27,716
-34,945
-56% -$2.69M ﹤0.01% 1367
2025
Q4 		$5.48M Buy
62,661
+9,857
+19% +$841K 0.01% 812
2025
Q3 		$4.69M Sell
52,804
-2,531
-5% -$219K 0.01% 912
2025
Q2 		$4.58M Sell
55,335
-1,729
-3% -$136K 0.01% 900
2025
Q1 		$4.77M Buy
57,064
+37,986
+199% +$3.14M 0.01% 854
2024
Q4 		$1.45M Buy
19,078
+8,598
+82% +$643K ﹤0.01% 1386
2024
Q3 		$778K Sell
10,480
-190,181
-95% -$13.5M ﹤0.01% 1651
2024
Q2 		$12.6M Sell
200,661
-64,737
-24% -$4.02M 0.02% 527
2024
Q1 		$17.1M Buy
265,398
+85,154
+47% +$5.29M 0.03% 469
2023
Q4 		$11M Sell
180,244
-22,554
-11% -$1.23M 0.02% 575
2023
Q3 		$10.7M Sell
202,798
-11,952
-6% -$683K 0.02% 568
2023
Q2 		$13M Buy
214,750
+10,209
+5% +$580K 0.02% 507
2023
Q1 		$11.6M Buy
204,541
+173,864
+567% +$10M 0.02% 540
2022
Q4 		$1.6M Buy
30,677
+792
+3% +$40.1K ﹤0.01% 1310
2022
Q3 		$1.43M Buy
29,885
+730
+3% +$42K ﹤0.01% 1348
2022
Q2 		$1.69M Sell
29,155
-15,318
-34% -$985K ﹤0.01% 1303
2022
Q1 		$3.34M Buy
44,473
+5,632
+15% +$440K 0.01% 1056
2021
Q4 		$3.19M Buy
38,841
+13,408
+53% +$1.03M ﹤0.01% 1074
2021
Q3 		$1.76M Buy
25,433
+1,058
+4% +$78.4K ﹤0.01% 1337
2021
Q2 		$1.76M Buy
24,375
+2,698
+12% +$197K ﹤0.01% 1363
2021
Q1 		$1.51M Buy
21,677
+8,031
+59% +$542K ﹤0.01% 1372
2020
Q4 		$993K Sell
13,646
-1,429
-9% -$95.8K ﹤0.01% 1483
2020
Q3 		$912K Buy
+15,075
New +$902K ﹤0.01% 1412
2020
Q2 		– Sell
-42,397
Closed -$1.86M – 2574
2020
Q1 		$1.86M Sell
42,397
-32,018
-43% -$1.81M ﹤0.01% 1003
2019
Q4 		$4.57M Buy
+74,415
New +$4.17M 0.01% 778

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

Truist Financial's SSNC Position: Q2 2026 in Review

Truist Financial reduced its SS&C Technologies (SSNC) stake by 4.5% in Q2 2026, selling an estimated $85.2K and leaving 26,461 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Truist Financial first reported a position in SSNC in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.1M in Q1 2024. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Truist Financial held 26,461 shares of SS&C Technologies worth $1.64M as of Q2 2026.
  • Truist Financial sold 1,255 SS&C Technologies shares in Q2 2026, an estimated $85.2K.
  • SS&C Technologies made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1495 holding.
  • Truist Financial first reported a position in SS&C Technologies in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's SS&C Technologies position peaked at $17.1M in Q1 2024.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.