Pinnacle Wealth Planning Services
RYAN icon

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
Q3 		$7.03K Buy
190
+3
+2% +$124 ﹤0.01% 2211
2026
Q2 		$7.06K Buy
187
+113
+153% +$3.84K ﹤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

Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bellecapital
Bellecapital Zurich, Switzerland $683M AUM 33.2% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Northwestern University
Northwestern University Evanston, Illinois $64.5M AUM 2.12% 1-Year Est. Return
Motley Fool Asset Management
Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Pinnacle Wealth Planning Services's RYAN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Ryan Specialty Holdings (RYAN) stake by 1.6% in Q3 2026, buying an estimated $124 and bringing the position to 190 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Pinnacle Wealth Planning Services first reported a position in RYAN in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.06K in Q2 2026. 83 funds tracked by Wall St. Rank hold RYAN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 190 shares of Ryan Specialty Holdings worth $7.03K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 3 Ryan Specialty Holdings shares in Q3 2026, an estimated $124.
  • Ryan Specialty Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2211 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ryan Specialty Holdings in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Ryan Specialty Holdings position peaked at $7.06K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.