Allworth Financial’s Andersons Inc ANDE Stock Holding History

Allworth Financial’s Portfolio ANDE Stock Details ANDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.68K	Buy	107 +22	+26%	+$1.41K	﹤0.01%	3685
2025 Q4	$4.52K	Buy	85 +6	+8%	+$294	﹤0.01%	3773
2025 Q3	$3.15K	Sell	79 -29	-27%	-$1.12K	﹤0.01%	3796
2025 Q2	$3.97K	Buy	108 +31	+40%	+$1.14K	﹤0.01%	3386
2025 Q1	$2.93K	Sell	77 -7	-8%	-$297	﹤0.01%	3046
2024 Q4	$3.61K	Buy	84 +26	+45%	+$1.21K	﹤0.01%	2903
2024 Q3	$2.91K	Hold	58	–	–	﹤0.01%	2798
2024 Q2	$2.98K	Hold	58	–	–	﹤0.01%	2745
2024 Q1	$3.33K	Hold	58	–	–	﹤0.01%	2585
2023 Q4	$3.34K	Sell	58 -2	-3%	-$104	﹤0.01%	2449
2023 Q3	$3.09K	Buy	60 +2	+3%	+$100	﹤0.01%	2341
2023 Q2	$2.68K	Hold	58	–	–	﹤0.01%	2371
2023 Q1	$2.4K	Hold	58	–	–	﹤0.01%	2333
2022 Q4	$2.03K	Hold	58	–	–	﹤0.01%	2240
2022 Q3	$2K	Buy	58 +53	+1,060%	+$1.84K	﹤0.01%	2097
2022 Q2	$0	Sell	5 -7	-58%	-$298	﹤0.01%	2367
2022 Q1	$1K	Buy	+12	New	+$505	﹤0.01%	1869

Other funds holding ANDE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return