Plan Group Financial
R icon

Plan Group Financial’s Ryder R Stock Holding History

Plan Group Financial’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$236K Hold
995
– – 0.05% 204
2026
Q2 		$262K Hold
995
– – 0.05% 198
2026
Q1 		$204K Buy
+995
New +$201K 0.05% 218

Other funds holding R

Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Community Bank of Raymore
Community Bank of Raymore Raymore, Missouri $169M AUM 17.81% 1-Year Est. Return

Plan Group Financial's R Position: Q3 2026 in Review

Plan Group Financial held its Ryder (R) position steady in Q3 2026 at 995 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #204.

Plan Group Financial first reported a position in R in Q1 2026 and has held it in 3 quarters since. The position peaked at $262K in Q2 2026. 123 funds tracked by Wall St. Rank hold R as of Q3 2026.

  • Plan Group Financial held 995 shares of Ryder worth $236K as of Q3 2026.
  • Plan Group Financial left its Ryder share count unchanged in Q3 2026.
  • Ryder made up 0.05% of Plan Group Financial's portfolio in Q3 2026, its #204 holding.
  • Plan Group Financial first reported a position in Ryder in Q1 2026 and has held it in 3 quarters since.
  • Plan Group Financial's Ryder position peaked at $262K in Q2 2026.
  • 123 funds tracked by Wall St. Rank held Ryder as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.