Bank of America
ANDG

Bank of America’s Andersen Group ANDG Stock Holding History

Bank of America’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
Q1 		$350K Buy
12,852
+10,752
+512% +$251K ﹤0.01% 5077
2025
Q4 		$54.5K Buy
+2,100
New +$52.8K ﹤0.01% 5819

Other funds holding ANDG

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SGM
Seven Grand Managers Bronxville, New York $1.5B AUM 57.16% 1-Year Est. Return

Bank of America's ANDG Position: Q1 2026 in Review

Bank of America increased its Andersen Group (ANDG) stake by 512% in Q1 2026, buying an estimated $251K and bringing the position to 12,852 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #5077.

Bank of America first reported a position in ANDG in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold ANDG as of Q1 2026.

  • Bank of America held 12,852 shares of Andersen Group worth $350K as of Q1 2026.
  • Bank of America bought 10,752 Andersen Group shares in Q1 2026, an estimated $251K.
  • Andersen Group made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5077 holding.
  • Bank of America first reported a position in Andersen Group in Q4 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Andersen Group as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.