Annex Advisory Services, LLC - Portfolio Stock Holdings
Annex Advisory Services, LLC disclosed 398 stock positions in a recent SEC 13F filing. $5,845,288,479 of stock holdings were filed, with the largest holdings including UBND, GSIE, and AVUS. This filing represented positions held on June 30, 2026, and was filed today.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:
June 30, 2026No. of Stocks:
398Est. Stock Holding Value:
$5,845,288,479Top 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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