Position in ANDG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$582,509
New position
Shares Held
15,443
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 86 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 94%
Shared 0%
None 6%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $108,607,784 across 6 Personal Services names. ANDG ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
2,267,487 | $94,644,904 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
116,277 | $8,241,712 | |
| 3 | HRB |
H&R Block Inc
|
103,016 | $3,922,847 | |
| 4 | FTDR |
Frontdoor, Inc.
|
9,227 | $715,921 | |
| 5 | ANDG |
Andersen Group Inc.
This page
|
15,443 | $582,509 | |
| 6 | SCI |
Service Corp International
|
6,581 | $499,891 |
All Filings in ANDG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,509 | 15,443 | Shares | Defined | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||