Raymond James Financial
ANDG

Raymond James Financial’s Andersen Group ANDG Stock Holding History

Raymond James 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
Q1 		$680K Buy
25,006
+6,398
+34% +$149K ﹤0.01% 4133
2025
Q4 		$483K Buy
+18,608
New +$468K ﹤0.01% 4291

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

Raymond James Financial's ANDG Position: Q1 2026 in Review

Raymond James Financial increased its Andersen Group (ANDG) stake by 34% in Q1 2026, buying an estimated $149K and bringing the position to 25,006 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #4133.

Raymond James Financial 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.

  • Raymond James Financial held 25,006 shares of Andersen Group worth $680K as of Q1 2026.
  • Raymond James Financial bought 6,398 Andersen Group shares in Q1 2026, an estimated $149K.
  • Andersen Group made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4133 holding.
  • Raymond James Financial 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 Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.