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Turning Point Benefit Group’s SS&C Technologies SSNC Stock Holding History

Turning Point Benefit Group’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 		– Sell
-5
Closed -$437 – 693
2025
Q4 		$437 Hold
5
– – ﹤0.01% 661
2025
Q3 		$440 Buy
+5
New +$433 ﹤0.01% 518

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Turning Point Benefit Group's SSNC Position: Q1 2026 in Review

Turning Point Benefit Group sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 5 shares — an estimated $437 sold.

Turning Point Benefit Group first reported a position in SSNC in Q3 2025 and held it in 2 quarters. The position peaked at $440 in Q3 2025. 719 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Turning Point Benefit Group reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 5 SS&C Technologies shares in Q1 2026, an estimated $437.
  • Turning Point Benefit Group first reported a position in SS&C Technologies in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's SS&C Technologies position peaked at $440 in Q3 2025.
  • 719 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.