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TruNorth Capital Management’s SS&C Technologies SSNC Stock Holding History

TruNorth Capital Management’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
2025
Q4 		– Sell
-220
Closed -$19.5K – 344
2025
Q3 		$19.5K Buy
+220
New +$19K ﹤0.01% 290

Other funds holding SSNC

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Vanguard Group
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TruNorth Capital Management's SSNC Position: Q4 2025 in Review

TruNorth Capital Management sold out of SS&C Technologies (SSNC) in Q4 2025, closing a stake of 220 shares — an estimated $19.5K sold.

TruNorth Capital Management first reported a position in SSNC in Q3 2025 and held it in 1 quarter. The position peaked at $19.5K in Q3 2025. 757 funds tracked by Wall St. Rank hold SSNC as of Q4 2025.

  • TruNorth Capital Management reported no remaining SS&C Technologies position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 220 SS&C Technologies shares in Q4 2025, an estimated $19.5K.
  • TruNorth Capital Management first reported a position in SS&C Technologies in Q3 2025 and held it in 1 quarter.
  • TruNorth Capital Management's SS&C Technologies position peaked at $19.5K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.