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Pinnacle Wealth Planning Services’s Ryan Specialty Holdings RYAN Stock Holding History

Pinnacle Wealth Planning Services’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 		$7.06K Buy
187
+113
+153% +$3.83K ﹤0.01% 2193
2026
Q1 		$2.5K Buy
74
+9
+14% +$384 ﹤0.01% 2409
2025
Q4 		$3.36K Buy
+65
New +$3.56K ﹤0.01% 2370

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

Pinnacle Wealth Planning Services's RYAN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Ryan Specialty Holdings (RYAN) stake by 153% in Q2 2026, buying an estimated $3.83K and bringing the position to 187 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Pinnacle Wealth Planning Services first reported a position in RYAN in Q4 2025 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 187 shares of Ryan Specialty Holdings worth $7.06K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 113 Ryan Specialty Holdings shares in Q2 2026, an estimated $3.83K.
  • Ryan Specialty Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2193 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ryan Specialty Holdings in Q4 2025 and has held it in 3 quarters since.
  • 368 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.