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Bailard’s Ryder R Stock Holding History

Bailard’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.96M Buy
12,976
+685
+6% +$174K 0.06% 201
2026
Q2 		$3.24M Buy
12,291
+2,092
+21% +$511K 0.07% 192
2026
Q1 		$2.09M Sell
10,199
-114
-1% -$23.1K 0.05% 227
2025
Q4 		$1.97M Buy
10,313
+2,708
+36% +$487K 0.04% 230
2025
Q3 		$1.43M Buy
7,605
+2,273
+43% +$410K 0.03% 282
2025
Q2 		$848K Sell
5,332
-200
-4% -$29.4K 0.02% 351
2025
Q1 		$796K Buy
5,532
+372
+7% +$57.9K 0.02% 344
2024
Q4 		$809K Buy
5,160
+160
+3% +$25K 0.02% 332
2024
Q3 		$729K Sell
5,000
-2,535
-34% -$344K 0.02% 379
2024
Q2 		$933K Buy
+7,535
New +$910K 0.03% 304
2023
Q4 		– Sell
-2,700
Closed -$289K – 797
2023
Q3 		$289K Sell
2,700
-500
-16% -$48.7K 0.01% 549
2023
Q2 		$271K Sell
3,200
-200
-6% -$16.5K 0.01% 543
2023
Q1 		$303K Buy
3,400
+500
+17% +$46K 0.01% 507
2022
Q4 		$242K Buy
+2,900
New +$243K 0.01% 589

Other funds holding R

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Bailard's R Position: Q3 2026 in Review

Bailard increased its Ryder (R) stake by 5.6% in Q3 2026, buying an estimated $174K and bringing the position to 12,976 shares worth $2.96M. The position accounts for 0.06% of the portfolio, ranked #201.

Bailard first reported a position in R in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.24M in Q2 2026. 27 funds tracked by Wall St. Rank hold R as of Q3 2026.

  • Bailard held 12,976 shares of Ryder worth $2.96M as of Q3 2026.
  • Bailard bought 685 Ryder shares in Q3 2026, an estimated $174K.
  • Ryder made up 0.06% of Bailard's portfolio in Q3 2026, its #201 holding.
  • Bailard first reported a position in Ryder in Q4 2022 and has held it in 14 quarters since.
  • Bailard's Ryder position peaked at $3.24M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Ryder as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.