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BOLTON SECURITIES CORPORATION’s SS&C Technologies SSNC Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$834K Buy
+12,336
New +$948K 0.04% 406
2025
Q3 		$651K Buy
+7,340
New +$635K 0.03% 447
2025
Q1 		$52.2K Buy
+625
New +$51.7K ﹤0.01% 1034

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 26.62% 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 $3.44T AUM 36.12% 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 $313B AUM 26.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SSNC Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in SS&C Technologies (SSNC) in Q1 2026: 12,336 shares worth $834K. The stake represents 0.04% of the portfolio and ranks #406 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in SSNC as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in SSNC in Q1 2025 and has held it in 3 quarters since. 726 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 12,336 shares of SS&C Technologies worth $834K as of Q1 2026.
  • SS&C Technologies was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • SS&C Technologies made up 0.04% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #406 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in SS&C Technologies in Q1 2025 and has held it in 3 quarters since.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.