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

WhitTier Trust Company’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
-1,000
Closed -$88.7K – 1463
2025
Q4 		$88.7K Buy
+1,000
New +$85.3K ﹤0.01% 606
2022
Q2 		– Sell
-155
Closed -$12K – 1172
2022
Q1 		$12K Hold
155
– – ﹤0.01% 899
2021
Q4 		$13K Hold
155
– – ﹤0.01% 873
2021
Q3 		$11K Hold
155
– – ﹤0.01% 925
2021
Q2 		$11K Hold
155
– – ﹤0.01% 863
2021
Q1 		$11K Hold
155
– – ﹤0.01% 851
2020
Q4 		$11K Buy
+155
New +$10.4K ﹤0.01% 826
2017
Q1 		– Sell
-110
Closed -$3K – 951
2016
Q4 		$3K Buy
+110
New +$3.41K ﹤0.01% 916

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 $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

WhitTier Trust Company's SSNC Position: Q1 2026 in Review

WhitTier Trust Company sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 1,000 shares — an estimated $88.7K sold.

WhitTier Trust Company first reported a position in SSNC in Q4 2016 and held it in 8 quarters. The position peaked at $88.7K in Q4 2025. 721 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • WhitTier Trust Company reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
  • WhitTier Trust Company sold 1,000 SS&C Technologies shares in Q1 2026, an estimated $88.7K.
  • WhitTier Trust Company first reported a position in SS&C Technologies in Q4 2016 and held it in 8 quarters.
  • WhitTier Trust Company's SS&C Technologies position peaked at $88.7K in Q4 2025.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.