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Trust Company of Vermont’s SS&C Technologies SSNC Stock Holding History

Trust Company of Vermont’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 		$267K Buy
+4,303
New +$292K 0.01% 329
2025
Q4 		$413K Hold
4,728
– – 0.02% 271
2025
Q3 		$420K Sell
4,728
-890
-16% -$77K 0.02% 272
2025
Q2 		$465K Hold
5,618
– – 0.02% 260
2025
Q1 		$469K Sell
5,618
-102
-2% -$8.44K 0.02% 251
2024
Q4 		$433K Sell
5,720
-595
-9% -$44.5K 0.02% 265
2024
Q3 		$469K Sell
6,315
-6
-0.1% -$425 0.02% 237
2024
Q2 		$396K Sell
6,321
-1,231
-16% -$76.4K 0.02% 243
2024
Q1 		$486K Sell
7,552
-429
-5% -$26.6K 0.03% 233
2023
Q4 		$488K Sell
7,981
-3,764
-32% -$206K 0.03% 210
2023
Q3 		$617K Sell
11,745
-3,056
-21% -$175K 0.04% 198
2023
Q2 		$897K Buy
14,801
+3,227
+28% +$183K 0.06% 185
2023
Q1 		$654K Sell
11,574
-2,539
-18% -$146K 0.05% 202
2022
Q4 		$735K Sell
14,113
-9,629
-41% -$488K 0.05% 196
2022
Q3 		$1.13M Buy
23,742
+5,532
+30% +$319K 0.09% 157
2022
Q2 		$1.06M Buy
18,210
+14,135
+347% +$909K 0.08% 165
2022
Q1 		$306K Buy
+4,075
New +$319K 0.02% 262
2017
Q3 		– Sell
-77
Closed -$3K – 983
2017
Q2 		$3K Buy
+77
New +$2.87K ﹤0.01% 892

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 $3.38T AUM 44.17% 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

Trust Company of Vermont's SSNC Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in SS&C Technologies (SSNC) in Q2 2026: 4,303 shares worth $267K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in SSNC as recently as Q4 2025.

Trust Company of Vermont first reported a position in SSNC in Q2 2017 and has held it in 18 quarters since. The position peaked at $1.13M in Q3 2022. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Trust Company of Vermont held 4,303 shares of SS&C Technologies worth $267K as of Q2 2026.
  • SS&C Technologies was a new Trust Company of Vermont position in Q2 2026.
  • SS&C Technologies made up 0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #329 holding.
  • Trust Company of Vermont first reported a position in SS&C Technologies in Q2 2017 and has held it in 18 quarters since.
  • Trust Company of Vermont's SS&C Technologies position peaked at $1.13M in Q3 2022.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.