Planning Strategies Inc.’s Ryan Specialty Holdings RYAN Stock Holding History

Planning Strategies Inc.’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	$1.32K	Buy	+35	New	+$1.19K	﹤0.01%	693

Other funds holding RYAN

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return

Planning Strategies Inc.'s RYAN Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Ryan Specialty Holdings (RYAN) in Q2 2026: 35 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #693 among its holdings.

93 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

Planning Strategies Inc. held 35 shares of Ryan Specialty Holdings worth $1.32K as of Q2 2026.
Ryan Specialty Holdings was a new Planning Strategies Inc. position in Q2 2026.
Ryan Specialty Holdings made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #693 holding.
93 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.