UMB Bank’s SS&C Technologies SSNC Stock Holding History

UMB Bank’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	$1.86K	Sell	30 -12	-29%	-$814	﹤0.01%	2212
2026 Q1	$2.84K	Sell	42 -326	-89%	-$25.1K	﹤0.01%	2125
2025 Q4	$32.2K	Buy	368 +46	+14%	+$3.92K	﹤0.01%	1391
2025 Q3	$28.6K	Buy	322 +90	+39%	+$7.79K	﹤0.01%	1334
2025 Q2	$19.2K	Buy	232 +228	+5,700%	+$17.9K	﹤0.01%	1387
2025 Q1	$334	Buy	+4	New	+$331	﹤0.01%	2063
2024 Q4	–	Sell	-6,500	Closed	-$482K	–	2174
2024 Q3	$482K	Hold	6,500	–	–	0.01%	411
2024 Q2	$407K	Sell	6,500 -99	-2%	-$6.14K	0.01%	422
2024 Q1	$425K	Hold	6,599	–	–	0.01%	435
2023 Q4	$403K	Hold	6,599	–	–	0.01%	452
2023 Q3	$347K	Buy	6,599 +99	+2%	+$5.66K	0.01%	455
2023 Q2	$394K	Hold	6,500	–	–	0.01%	444
2023 Q1	$367K	Sell	6,500 -336	-5%	-$19.4K	0.01%	456
2022 Q4	$356K	Hold	6,836	–	–	0.01%	467
2022 Q3	$326K	Sell	6,836 -29	-0.4%	-$1.67K	0.01%	497
2022 Q2	$399K	Hold	6,865	–	–	0.01%	504
2022 Q1	$515K	Hold	6,865	–	–	0.01%	469
2021 Q4	$562K	Buy	+6,865	New	+$528K	0.01%	463

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UMB Bank's SSNC Position: Q2 2026 in Review

UMB Bank reduced its SS&C Technologies (SSNC) stake by 29% in Q2 2026, selling an estimated $814 and leaving 30 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

UMB Bank first reported a position in SSNC in Q4 2021 and has held it in 18 quarters since. The position peaked at $562K in Q4 2021. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

UMB Bank held 30 shares of SS&C Technologies worth $1.86K as of Q2 2026.
UMB Bank sold 12 SS&C Technologies shares in Q2 2026, an estimated $814.
SS&C Technologies made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2212 holding.
UMB Bank first reported a position in SS&C Technologies in Q4 2021 and has held it in 18 quarters since.
UMB Bank's SS&C Technologies position peaked at $562K in Q4 2021.
720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.