LPL Financial
RYAN icon

LPL Financial’s Ryan Specialty Holdings RYAN Stock Holding History

LPL Financial’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 		$925K Sell
24,505
-13,026
-35% -$442K ﹤0.01% 4491
2026
Q1 		$1.27M Sell
37,531
-2,955
-7% -$126K ﹤0.01% 3955
2025
Q4 		$2.09M Buy
40,486
+323
+0.8% +$17.7K ﹤0.01% 3372
2025
Q3 		$2.26M Buy
40,163
+5,616
+16% +$333K ﹤0.01% 3204
2025
Q2 		$2.35M Sell
34,547
-3,350
-9% -$231K ﹤0.01% 2979
2025
Q1 		$2.8M Buy
37,897
+5,033
+15% +$342K ﹤0.01% 2641
2024
Q4 		$2.11M Buy
32,864
+5,297
+19% +$369K ﹤0.01% 2814
2024
Q3 		$1.83M Sell
27,567
-1,669
-6% -$104K ﹤0.01% 2818
2024
Q2 		$1.69M Buy
29,236
+2,857
+11% +$152K ﹤0.01% 2759
2024
Q1 		$1.46M Buy
26,379
+594
+2% +$28.4K ﹤0.01% 2836
2023
Q4 		$1.11M Buy
25,785
+3,217
+14% +$145K ﹤0.01% 2956
2023
Q3 		$1.09M Sell
22,568
-4,427
-16% -$205K ﹤0.01% 2817
2023
Q2 		$1.21M Buy
26,995
+1,678
+7% +$70.6K ﹤0.01% 2693
2023
Q1 		$1.02M Buy
25,317
+783
+3% +$32.2K ﹤0.01% 2740
2022
Q4 		$1.02M Sell
24,534
-16,329
-40% -$668K ﹤0.01% 2629
2022
Q3 		$1.66M Sell
40,863
-205
-0.5% -$8.65K ﹤0.01% 2125
2022
Q2 		$1.61M Buy
+41,068
New +$1.55M ﹤0.01% 2197
2022
Q1 		– Sell
-9,564
Closed -$386K – 4360
2021
Q4 		$386K Sell
9,564
-611
-6% -$23.1K ﹤0.01% 3501
2021
Q3 		$345K Buy
+10,175
New +$321K ﹤0.01% 3538

Other funds holding RYAN

BlackRock
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
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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

LPL Financial's RYAN Position: Q2 2026 in Review

LPL Financial reduced its Ryan Specialty Holdings (RYAN) stake by 35% in Q2 2026, selling an estimated $442K and leaving 24,505 shares worth $925K. The position accounts for ﹤0.01% of the portfolio, ranked #4491.

LPL Financial first reported a position in RYAN in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.8M in Q1 2025. 366 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • LPL Financial held 24,505 shares of Ryan Specialty Holdings worth $925K as of Q2 2026.
  • LPL Financial sold 13,026 Ryan Specialty Holdings shares in Q2 2026, an estimated $442K.
  • Ryan Specialty Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4491 holding.
  • LPL Financial first reported a position in Ryan Specialty Holdings in Q3 2021 and has held it in 19 quarters since.
  • LPL Financial's Ryan Specialty Holdings position peaked at $2.8M in Q1 2025.
  • 366 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.