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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Pinnacle Wealth Planning Services's RYAN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Ryan Specialty Holdings (RYAN) stake by 14% in Q1 2026, buying an estimated $384 and bringing the position to 74 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Pinnacle Wealth Planning Services first reported a position in RYAN in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.36K in Q4 2025. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 74 shares of Ryan Specialty Holdings worth $2.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 9 Ryan Specialty Holdings shares in Q1 2026, an estimated $384.
  • Ryan Specialty Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2409 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ryan Specialty Holdings in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Ryan Specialty Holdings position peaked at $3.36K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.