ACA
ANDG

American Capital Advisory’s Andersen Group ANDG Stock Holding History

American Capital Advisory’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 		$8.94K Hold
237
– – ﹤0.01% 371
2026
Q1 		$6.45K Hold
237
– – ﹤0.01% 374
2025
Q4 		$6.15K Buy
+237
New +$5.96K ﹤0.01% 360

Other funds holding ANDG

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
EF
Entrust Financial Wayne, Pennsylvania $154M AUM
AEPWM
Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return

American Capital Advisory's ANDG Position: Q2 2026 in Review

American Capital Advisory held its Andersen Group (ANDG) position steady in Q2 2026 at 237 shares worth $8.94K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

American Capital Advisory first reported a position in ANDG in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold ANDG as of Q2 2026.

  • American Capital Advisory held 237 shares of Andersen Group worth $8.94K as of Q2 2026.
  • American Capital Advisory left its Andersen Group share count unchanged in Q2 2026.
  • Andersen Group made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #371 holding.
  • American Capital Advisory first reported a position in Andersen Group in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Andersen Group as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.