AssetMark Inc’s Ryan Specialty Holdings RYAN Stock Holding History

AssetMark Inc’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	$53.2K	Buy	1,409 +1,325	+1,577%	+$45K	﹤0.01%	1812
2026 Q1	$2.83K	Sell	84 -509	-86%	-$21.7K	﹤0.01%	2754
2025 Q4	$30.6K	Sell	593 -463	-44%	-$25.4K	﹤0.01%	1871
2025 Q3	$59.5K	Buy	1,056 +610	+137%	+$36.1K	﹤0.01%	1577
2025 Q2	$30.3K	Buy	446 +18	+4%	+$1.24K	﹤0.01%	1703
2025 Q1	$31.6K	Hold	428	–	–	﹤0.01%	1575
2024 Q4	$27.5K	Sell	428 -78	-15%	-$5.43K	﹤0.01%	1582
2024 Q3	$33.6K	Buy	+506	New	+$31.6K	﹤0.01%	1384
2024 Q1	–	Sell	-60	Closed	-$2.58K	–	2091
2023 Q4	$2.58K	Buy	60 +54	+900%	+$2.44K	﹤0.01%	1513
2023 Q3	$290	Buy	+6	New	+$278	﹤0.01%	1608

Other funds holding RYAN

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

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

WPC

Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return

AssetMark Inc's RYAN Position: Q2 2026 in Review

AssetMark Inc increased its Ryan Specialty Holdings (RYAN) stake by 1,577% in Q2 2026, buying an estimated $45K and bringing the position to 1,409 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

AssetMark Inc first reported a position in RYAN in Q3 2023 and has held it in 10 quarters since. The position peaked at $59.5K in Q3 2025. 157 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

AssetMark Inc held 1,409 shares of Ryan Specialty Holdings worth $53.2K as of Q2 2026.
AssetMark Inc bought 1,325 Ryan Specialty Holdings shares in Q2 2026, an estimated $45K.
Ryan Specialty Holdings made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1812 holding.
AssetMark Inc first reported a position in Ryan Specialty Holdings in Q3 2023 and has held it in 10 quarters since.
AssetMark Inc's Ryan Specialty Holdings position peaked at $59.5K in Q3 2025.
157 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.