Position in ANDG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$506,898
+$178,264 QoQ
Shares Held
18,636
+47.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 93.49645846748228.ToString("F0")%
Shared 6.5035415325177075.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ANDG Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026Bank of New York Mellon Corp holds $277,341,436 across 8 Personal Services names. ANDG ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
1,150,461 | $94,924,531 | |
| 2 | ROL |
Rollins Inc
|
1,683,193 | $89,899,329 | |
| 3 | HRB |
H&R Block Inc
|
1,516,885 | $48,145,921 | |
| 4 | FTDR |
Frontdoor, Inc.
|
444,230 | $23,481,993 | |
| 5 | BFAM |
Bright Horizons Family Solutions Inc.
|
180,352 | $14,812,305 | |
| 6 | CSV |
Carriage Services Inc
|
114,346 | $5,221,036 | |
| 7 | ANDG |
Andersen Group Inc.
This page
|
18,636 | $506,898 | |
| 8 | MED |
Medifast Inc
|
34,291 | $349,423 |
All Filings in ANDG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $506,898 | 18,636 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $328,634 | 12,674 | Shares | Defined | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||