OF
ANDE icon

Optimize Financial’s Andersons Inc ANDE Stock Holding History

Optimize Financial’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
Q1 		$706K Sell
9,842
-4,815
-33% -$309K 0.35% 33
2025
Q4 		$779K Buy
14,657
+208
+1% +$10.2K 0.39% 57
2025
Q3 		$575K Buy
+14,449
New +$557K 0.3% 85

Other funds holding ANDE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Optimize Financial's ANDE Position: Q1 2026 in Review

Optimize Financial reduced its Andersons Inc (ANDE) stake by 33% in Q1 2026, selling an estimated $309K and leaving 9,842 shares worth $706K. The position accounts for 0.35% of the portfolio, ranked #33.

Optimize Financial first reported a position in ANDE in Q3 2025 and has held it in 3 quarters since. The position peaked at $779K in Q4 2025. 287 funds tracked by Wall St. Rank hold ANDE as of Q1 2026.

  • Optimize Financial held 9,842 shares of Andersons Inc worth $706K as of Q1 2026.
  • Optimize Financial sold 4,815 Andersons Inc shares in Q1 2026, an estimated $309K.
  • Andersons Inc made up 0.35% of Optimize Financial's portfolio in Q1 2026, its #33 holding.
  • Optimize Financial first reported a position in Andersons Inc in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Andersons Inc position peaked at $779K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held Andersons Inc as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.