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
Q2 		$671K Sell
9,808
-34
-0.3% -$2.47K 0.24% 70
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Optimize Financial's ANDE Position: Q2 2026 in Review

Optimize Financial reduced its Andersons Inc (ANDE) stake by 0.35% in Q2 2026, selling an estimated $2.47K and leaving 9,808 shares worth $671K. The position accounts for 0.24% of the portfolio, ranked #70.

Optimize Financial first reported a position in ANDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $779K in Q4 2025. 302 funds tracked by Wall St. Rank hold ANDE as of Q2 2026.

  • Optimize Financial held 9,808 shares of Andersons Inc worth $671K as of Q2 2026.
  • Optimize Financial sold 34 Andersons Inc shares in Q2 2026, an estimated $2.47K.
  • Andersons Inc made up 0.24% of Optimize Financial's portfolio in Q2 2026, its #70 holding.
  • Optimize Financial first reported a position in Andersons Inc in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's Andersons Inc position peaked at $779K in Q4 2025.
  • 302 funds tracked by Wall St. Rank held Andersons Inc as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.