Annex Advisory Services, LLC - Portfolio Stock Holdings
Annex Advisory Services, LLC disclosed 397 stock positions in a recent SEC 13F filing. $6,107,815,621 of stock holdings were filed, with the largest holdings including GSIE, UBND, and AVUS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $8,050,023,961 and has 151 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
397Est. Stock Holding Value:
$6,107,815,621Top Stock Holdings By Sector
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Portfolio Stock Holdings - Annex Advisory Services, LLC
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% of Portfolio
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