Root Financial Partners’s Ryan Specialty Holdings RYAN Stock Holding History

Root Financial Partners’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	$4.7K	Buy	+127	New	+$5.27K	﹤0.01%	2259

Other funds holding RYAN

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's RYAN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ryan Specialty Holdings (RYAN) in Q3 2026: 127 shares worth $4.7K. The stake represents ﹤0.01% of the portfolio and ranks #2259 among its holdings.

308 funds tracked by Wall St. Rank hold RYAN as of Q3 2026.

Root Financial Partners held 127 shares of Ryan Specialty Holdings worth $4.7K as of Q3 2026.
Ryan Specialty Holdings was a new Root Financial Partners position in Q3 2026.
Ryan Specialty Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2259 holding.
308 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.