Action Point Financial Planning’s Ryan Specialty Holdings RYAN Stock Holding History

Action Point Financial Planning’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 Q2	$529	Buy	+14	New	+$475	﹤0.01%	2624

Other funds holding RYAN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Action Point Financial Planning's RYAN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Ryan Specialty Holdings (RYAN) in Q2 2026: 14 shares worth $529. The stake represents ﹤0.01% of the portfolio and ranks #2624 among its holdings.

363 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

Action Point Financial Planning held 14 shares of Ryan Specialty Holdings worth $529 as of Q2 2026.
Ryan Specialty Holdings was a new Action Point Financial Planning position in Q2 2026.
Ryan Specialty Holdings made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2624 holding.
363 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.