Position in ANDG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$349,574
+$295,121 QoQ
Shares Held
12,852
+512.0% QoQ
Ownership
0.011%
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 100.ToString("F0")%
Shared 0.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 AMERICA CORP /DE/ holds $279,372,086 across 8 Personal Services names. ANDG ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
1,376,924 | $113,609,996 | |
| 2 | ROL |
Rollins Inc
|
1,425,772 | $76,150,480 | |
| 3 | HRB |
H&R Block Inc
|
1,008,715 | $32,016,612 | |
| 4 | FTDR |
Frontdoor, Inc.
|
596,035 | $31,506,408 | |
| 5 | BFAM |
Bright Horizons Family Solutions Inc.
|
284,046 | $23,328,695 | |
| 6 | CSV |
Carriage Services Inc
|
32,976 | $1,505,684 | |
| 7 | MED |
Medifast Inc
|
88,777 | $904,637 | |
| 8 | ANDG |
Andersen Group Inc.
This page
|
12,852 | $349,574 |
All Filings in ANDG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $349,574 | 12,852 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $54,453 | 2,100 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||