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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

RYAN holding history

Ryan Specialty Holdings, Inc. in every 13F filed by Portside Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RYAN overviewAll 13F holders of RYANFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q2 2023
Holdings of RYAN by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−6,718−100.0%Sold outHolders
Q1 20266,718$226.7K<0.1%−3,925−36.9%ReducedHolders
Q4 202510,643$549.5K0.1%−4,964−31.8%ReducedHolders
Q3 202515,607$879.6K0.1%−4,597−22.8%ReducedHolders
Q2 202520,204$1.37M0.2%−2,341−10.4%ReducedHolders
Q1 202522,545$1.67M0.3%−29−0.1%ReducedHolders
Q4 202422,574$1.45M0.2%−12,227−35.1%ReducedHolders
Q3 202434,801$2.31M0.4%−835−2.3%ReducedHolders
Q2 202435,636$2.06M0.4%−8,019−18.4%ReducedHolders
Q1 202443,655$2.42M0.4%+2,089+5.0%AddedHolders
Q4 202341,566$1.79M0.3%+4,044+10.8%AddedHolders
Q3 202337,522$1.82M0.3%−762−2.0%ReducedHolders
Q2 202338,284$1.72M0.3%–No prior filingHolders