LPL Financial
ANDG icon

LPL Financial’s Andersen Group ANDG Stock Holding History

LPL Financial’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 		$252K Buy
+4,629
New +$227K ﹤0.01% 5667

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial's ANDG Position: Q3 2026 in Review

LPL Financial opened a new position in Andersen Group (ANDG) in Q3 2026: 4,629 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #5667 among its holdings.

28 funds tracked by Wall St. Rank hold ANDG as of Q3 2026.

  • LPL Financial held 4,629 shares of Andersen Group worth $252K as of Q3 2026.
  • Andersen Group was a new LPL Financial position in Q3 2026.
  • Andersen Group made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5667 holding.
  • 28 funds tracked by Wall St. Rank held Andersen Group as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.