Allworth Financial’s Andersen Group ANDG Stock Holding History

Allworth Financial’s Portfolio ANDG Stock Details ANDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$226K	Hold	6,000	–	–	﹤0.01%	1410
2026 Q1	$163K	Buy	+6,000	New	+$140K	﹤0.01%	1524

Other funds holding ANDG

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.87B AUM 46.94% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allworth Financial's ANDG Position: Q2 2026 in Review

Allworth Financial held its Andersen Group (ANDG) position steady in Q2 2026 at 6,000 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Allworth Financial first reported a position in ANDG in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold ANDG as of Q2 2026.

Allworth Financial held 6,000 shares of Andersen Group worth $226K as of Q2 2026.
Allworth Financial left its Andersen Group share count unchanged in Q2 2026.
Andersen Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1410 holding.
Allworth Financial first reported a position in Andersen Group in Q1 2026 and has held it in 2 quarters since.
87 funds tracked by Wall St. Rank held Andersen Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.