Activest Wealth Management
RYAN icon

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

Activest 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 		– Sell
-3
Closed -$113 – 1320
2026
Q2 		$113 Buy
+3
New +$102 ﹤0.01% 1229

Other funds holding RYAN

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
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
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Waters Parkerson & Co
Waters Parkerson & Co New Orleans, Louisiana $2.08B AUM 19.51% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

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

Activest Wealth Management sold out of Ryan Specialty Holdings (RYAN) in Q3 2026, closing a stake of 3 shares — an estimated $113 sold.

Activest Wealth Management first reported a position in RYAN in Q2 2026 and held it in 1 quarter. The position peaked at $113 in Q2 2026. 175 funds tracked by Wall St. Rank hold RYAN as of Q3 2026.

  • Activest Wealth Management reported no remaining Ryan Specialty Holdings position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 3 Ryan Specialty Holdings shares in Q3 2026, an estimated $113.
  • Activest Wealth Management first reported a position in Ryan Specialty Holdings in Q2 2026 and held it in 1 quarter.
  • Activest Wealth Management's Ryan Specialty Holdings position peaked at $113 in Q2 2026.
  • 175 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.