Superior Planning, LLC’s Ryan Specialty Holdings RYAN Stock Holding History

Superior Planning, LLC’s Portfolio RYAN Stock Details RYAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.8K	Buy	+374	New	+$15.5K	0.01%	808

Other funds holding RYAN

Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Superior Planning, LLC's RYAN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Ryan Specialty Holdings (RYAN) in Q3 2026: 374 shares worth $13.8K. The stake represents 0.01% of the portfolio and ranks #808 among its holdings.

252 funds tracked by Wall St. Rank hold RYAN as of Q3 2026.

Superior Planning, LLC held 374 shares of Ryan Specialty Holdings worth $13.8K as of Q3 2026.
Ryan Specialty Holdings was a new Superior Planning, LLC position in Q3 2026.
Ryan Specialty Holdings made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #808 holding.
252 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.