Position in ANDG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$226,320
+$63,120 QoQ
Shares Held
6,000
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 87 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ANDG Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Allworth Financial LP holds $1,384,884 across 8 Personal Services names. ANDG ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
|
14,168 | $539,517 | |
| 2 | SCI |
Service Corp International
|
3,322 | $252,339 | |
| 3 | ANDG |
Andersen Group Inc.
This page
|
6,000 | $226,320 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
2,718 | $192,651 | |
| 5 | ROL |
Rollins Inc
|
3,660 | $152,768 | |
| 6 | FTDR |
Frontdoor, Inc.
|
193 | $14,974 | |
| 7 | MED |
Medifast Inc
|
523 | $5,549 | |
| 8 | CSV |
Carriage Services Inc
|
20 | $766 |
All Filings in ANDG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,320 | 6,000 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $163,200 | 6,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||