Jones Financial Companies
ANDG

Jones Financial Companies’s Andersen Group ANDG Stock Holding History

Jones Financial Companies’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
13,757
+13,748
+152,756% +$321K ﹤0.01% 2201
2025
Q4 		$233 Buy
+9
New +$226 ﹤0.01% 4259

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

Jones Financial Companies's ANDG Position: Q1 2026 in Review

Jones Financial Companies increased its Andersen Group (ANDG) stake by 152,756% in Q1 2026, buying an estimated $321K and bringing the position to 13,757 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

Jones Financial Companies 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.

  • Jones Financial Companies held 13,757 shares of Andersen Group worth $350K as of Q1 2026.
  • Jones Financial Companies bought 13,748 Andersen Group shares in Q1 2026, an estimated $321K.
  • Andersen Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2201 holding.
  • Jones Financial Companies 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 Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.