WLG
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Williamson Legacy Group’s SS&C Technologies SSNC Stock Holding History

Williamson Legacy 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
2025
Q3 		– Sell
-11,317
Closed -$937K – 129
2025
Q2 		$937K Sell
11,317
-327
-3% -$25.7K 0.79% 66
2025
Q1 		$973K Buy
+11,644
New +$964K 0.92% 53

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Williamson Legacy Group's SSNC Position: Q3 2025 in Review

Williamson Legacy Group sold out of SS&C Technologies (SSNC) in Q3 2025, closing a stake of 11,317 shares — an estimated $937K sold.

Williamson Legacy Group first reported a position in SSNC in Q1 2025 and held it in 2 quarters. The position peaked at $973K in Q1 2025. 722 funds tracked by Wall St. Rank hold SSNC as of Q3 2025.

  • Williamson Legacy Group reported no remaining SS&C Technologies position as of Q3 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 11,317 SS&C Technologies shares in Q3 2025, an estimated $937K.
  • Williamson Legacy Group first reported a position in SS&C Technologies in Q1 2025 and held it in 2 quarters.
  • Williamson Legacy Group's SS&C Technologies position peaked at $973K in Q1 2025.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2025.

Based on Williamson Legacy Group's 13F filing for Q3 2025, filed 14 Nov 2025.