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Keystone Financial Services (Colorado)’s Ryan Specialty Holdings RYAN Stock Holding History

Keystone Financial Services (Colorado)’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
2025
Q2 		– Sell
-2,879
Closed -$213K – 121
2025
Q1 		$213K Buy
+2,879
New +$196K 0.08% 96

Other funds holding RYAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keystone Financial Services (Colorado)'s RYAN Position: Q2 2025 in Review

Keystone Financial Services (Colorado) sold out of Ryan Specialty Holdings (RYAN) in Q2 2025, closing a stake of 2,879 shares — an estimated $213K sold.

Keystone Financial Services (Colorado) first reported a position in RYAN in Q1 2025 and held it in 1 quarter. The position peaked at $213K in Q1 2025. 374 funds tracked by Wall St. Rank hold RYAN as of Q2 2025.

  • Keystone Financial Services (Colorado) reported no remaining Ryan Specialty Holdings position as of Q2 2025 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 2,879 Ryan Specialty Holdings shares in Q2 2025, an estimated $213K.
  • Keystone Financial Services (Colorado) first reported a position in Ryan Specialty Holdings in Q1 2025 and held it in 1 quarter.
  • Keystone Financial Services (Colorado)'s Ryan Specialty Holdings position peaked at $213K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2025.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2025, filed 7 Aug 2025.