Annex Advisory Services, LLC
Annex Advisory Services, LLC reported 356 positions worth $5.86B as of June 30, 2026 (13F filed July 10, 2026). Largest holding: UBND (7.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | UBND | SH | $410.8M | 7.01% | 18,906,834 | — | — | |
| ▸ 2 | GSIE | SH | $282.7M | 4.83% | 6,186,859 | — | — | |
| ▸ 3 | AVUS | SH | $259.4M | 4.43% | 2,025,359 | — | — | |
| ▸ 4 | SMTH | SH | $237.8M | 4.06% | 9,237,012 | — | — | |
| ▸ 5 | DFAU | SH | $225.3M | 3.85% | 4,358,982 | — | — | |
| ▸ 6 | LRGF | SH | $214.8M | 3.67% | 2,839,647 | — | — | |
| ▸ 7 | DFAI | SH | $170.3M | 2.91% | 4,128,690 | — | — | |
| ▸ 8 | AVEM | SH | $149.5M | 2.55% | 1,548,921 | — | — | |
| ▸ 9 | AVDE | SH | $134.2M | 2.29% | 1,504,548 | — | — | |
| ▸ 10 | NVDA | SH | $131.4M | 2.24% | 656,898 | — | — |
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Frequently Asked Questions
What stocks does Annex Advisory Services, LLC hold as of Q2 2026?
Annex Advisory Services, LLC reported 356 positions worth $5.86B in its Q2 2026 13F filing. Largest positions: UBND (7.0%), GSIE (4.8%), AVUS (4.4%), SMTH (4.1%) and DFAU (3.8%).
What did Annex Advisory Services, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Annex Advisory Services, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.