Compass Financial Management
ANDE icon

Compass Financial Management’s Andersons Inc ANDE Stock Holding History

Compass Financial Management’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
Q3 		$24.8K Sell
378
-22,802
-98% -$1.59M ﹤0.01% 895
2026
Q2 		$1.59M Buy
+23,180
New +$1.68M 0.19% 133

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Invesco
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State Street
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Vanguard Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Compass Financial Management's ANDE Position: Q3 2026 in Review

Compass Financial Management reduced its Andersons Inc (ANDE) stake by 98% in Q3 2026, selling an estimated $1.59M and leaving 378 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Compass Financial Management first reported a position in ANDE in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.59M in Q2 2026. 239 funds tracked by Wall St. Rank hold ANDE as of Q3 2026.

  • Compass Financial Management held 378 shares of Andersons Inc worth $24.8K as of Q3 2026.
  • Compass Financial Management sold 22,802 Andersons Inc shares in Q3 2026, an estimated $1.59M.
  • Andersons Inc made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #895 holding.
  • Compass Financial Management first reported a position in Andersons Inc in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Andersons Inc position peaked at $1.59M in Q2 2026.
  • 239 funds tracked by Wall St. Rank held Andersons Inc as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.