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
Q2 		$932K Sell
24,717
-289
-1% -$10.2K ﹤0.01% 4047
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 $64.6B AUM 18.98% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Raymond James Financial's ANDG Position: Q2 2026 in Review

Raymond James Financial reduced its Andersen Group (ANDG) stake by 1.2% in Q2 2026, selling an estimated $10.2K and leaving 24,717 shares worth $932K. The position accounts for ﹤0.01% of the portfolio, ranked #4047.

Raymond James Financial first reported a position in ANDG in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold ANDG as of Q2 2026.

  • Raymond James Financial held 24,717 shares of Andersen Group worth $932K as of Q2 2026.
  • Raymond James Financial sold 289 Andersen Group shares in Q2 2026, an estimated $10.2K.
  • Andersen Group made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4047 holding.
  • Raymond James Financial first reported a position in Andersen Group in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Andersen Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.