Root Financial Partners’s Andersons Inc ANDE Stock Holding History

Root Financial Partners’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	–	Sell	-49	Closed	-$3.52K	–	550
2026 Q1	$3.52K	Buy	+49	New	+$3.15K	﹤0.01%	2081

Other funds holding ANDE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Root Financial Partners's ANDE Position: Q2 2026 in Review

Root Financial Partners sold out of Andersons Inc (ANDE) in Q2 2026, closing a stake of 49 shares — an estimated $3.52K sold.

Root Financial Partners first reported a position in ANDE in Q1 2026 and held it in 1 quarter. The position peaked at $3.52K in Q1 2026. 301 funds tracked by Wall St. Rank hold ANDE as of Q2 2026.

Root Financial Partners reported no remaining Andersons Inc position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 49 Andersons Inc shares in Q2 2026, an estimated $3.52K.
Root Financial Partners first reported a position in Andersons Inc in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Andersons Inc position peaked at $3.52K in Q1 2026.
301 funds tracked by Wall St. Rank held Andersons Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.