Abound Wealth Management
RYAN icon

Abound Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History

Abound Wealth Management’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 		$1.75K Hold
47
– – ﹤0.01% 862
2026
Q2 		$1.78K Buy
+47
New +$1.6K ﹤0.01% 755

Other funds holding RYAN

Vulcan Value Partners
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Abound Wealth Management's RYAN Position: Q3 2026 in Review

Abound Wealth Management held its Ryan Specialty Holdings (RYAN) position steady in Q3 2026 at 47 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Abound Wealth Management first reported a position in RYAN in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.78K in Q2 2026. 206 funds tracked by Wall St. Rank hold RYAN as of Q3 2026.

  • Abound Wealth Management held 47 shares of Ryan Specialty Holdings worth $1.75K as of Q3 2026.
  • Abound Wealth Management left its Ryan Specialty Holdings share count unchanged in Q3 2026.
  • Ryan Specialty Holdings made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #862 holding.
  • Abound Wealth Management first reported a position in Ryan Specialty Holdings in Q2 2026 and has held it in 2 quarters since.
  • Abound Wealth Management's Ryan Specialty Holdings position peaked at $1.78K in Q2 2026.
  • 206 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.