American Capital Advisory
ANDG icon

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
Q3 		$12.9K Hold
237
– – ﹤0.01% 342
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

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Capital Advisory's ANDG Position: Q3 2026 in Review

American Capital Advisory held its Andersen Group (ANDG) position steady in Q3 2026 at 237 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

American Capital Advisory first reported a position in ANDG in Q4 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold ANDG as of Q3 2026.

  • American Capital Advisory held 237 shares of Andersen Group worth $12.9K as of Q3 2026.
  • American Capital Advisory left its Andersen Group share count unchanged in Q3 2026.
  • Andersen Group made up ﹤0.01% of American Capital Advisory's portfolio in Q3 2026, its #342 holding.
  • American Capital Advisory first reported a position in Andersen Group in Q4 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held Andersen Group as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.