James T. Borello RIA
SSNC icon

James T. Borello RIA’s SS&C Technologies SSNC Stock Holding History

James T. Borello RIA’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
Q3 		$617 Sell
8
-8
-50% -$616 ﹤0.01% 1031
2026
Q2 		$993 Sell
16
-7
-30% -$475 ﹤0.01% 1019
2026
Q1 		$1.55K Buy
+23
New +$1.77K ﹤0.01% 954
2025
Q4 		– Sell
-37
Closed -$3.28K – 1191
2025
Q3 		$3.28K Buy
+37
New +$3.2K ﹤0.01% 616

Other funds holding SSNC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Norris Perne & French
Norris Perne & French Grand Rapids, Michigan $2.29B AUM 28.29% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

James T. Borello RIA's SSNC Position: Q3 2026 in Review

James T. Borello RIA reduced its SS&C Technologies (SSNC) stake by 50% in Q3 2026, selling an estimated $616 and leaving 8 shares worth $617. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

James T. Borello RIA first reported a position in SSNC in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.28K in Q3 2025. 138 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • James T. Borello RIA held 8 shares of SS&C Technologies worth $617 as of Q3 2026.
  • James T. Borello RIA sold 8 SS&C Technologies shares in Q3 2026, an estimated $616.
  • SS&C Technologies made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1031 holding.
  • James T. Borello RIA first reported a position in SS&C Technologies in Q3 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's SS&C Technologies position peaked at $3.28K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.