AAS
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Annex Advisory Services’s Ford F Stock Holding History

Annex Advisory Services’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$612K Sell
44,042
-4,561
-9% -$61.5K 0.01% 237
2026
Q1 		$561K Buy
48,603
+1,058
+2% +$13.9K 0.01% 244
2025
Q4 		$624K Buy
47,545
+21,555
+83% +$278K 0.01% 223
2025
Q3 		$311K Buy
25,990
+29
+0.1% +$334 0.01% 253
2025
Q2 		$282K Sell
25,961
-32
-0.1% -$326 0.01% 263
2025
Q1 		$261K Sell
25,993
-8,729
-25% -$85.3K 0.01% 258
2024
Q4 		$344K Sell
34,722
-111
-0.3% -$1.18K 0.01% 241
2024
Q3 		$368K Sell
34,833
-3,197
-8% -$36.6K 0.01% 212
2024
Q2 		$477K Sell
38,030
-235,102
-86% -$2.91M 0.02% 189
2024
Q1 		$3.63M Buy
273,132
+245,066
+873% +$2.97M 0.13% 91
2023
Q4 		$342K Sell
28,066
-10,966
-28% -$122K 0.01% 201
2023
Q3 		$485K Sell
39,032
-340,034
-90% -$4.42M 0.03% 153
2023
Q2 		$5.74M Buy
379,066
+15,639
+4% +$198K 0.32% 60
2023
Q1 		$4.58M Buy
363,427
+33,775
+10% +$423K 0.25% 61
2022
Q4 		$3.83M Buy
329,652
+16,329
+5% +$210K 0.22% 67
2022
Q3 		$3.51M Sell
313,323
-56,917
-15% -$797K 0.24% 68
2022
Q2 		$4.12M Buy
370,240
+265,416
+253% +$3.63M 0.3% 63
2022
Q1 		$1.77M Buy
104,824
+68,043
+185% +$1.29M 0.13% 101
2021
Q4 		$764K Buy
36,781
+6,174
+20% +$114K 0.05% 133
2021
Q3 		$433K Buy
30,607
+1,346
+5% +$18.3K 0.04% 150
2021
Q2 		$435K Buy
29,261
+1,935
+7% +$25.7K 0.04% 151
2021
Q1 		$335K Sell
27,326
-4,191
-13% -$48K 0.03% 154
2020
Q4 		$277K Buy
31,517
+26
+0.1% +$218 0.03% 158
2020
Q3 		$210K Hold
31,491
– – 0.03% 129
2020
Q2 		$191K Buy
31,491
+290
+0.9% +$1.61K 0.03% 119
2020
Q1 		$151K Sell
31,201
-10,459
-25% -$78.4K 0.02% 119
2019
Q4 		$388K Sell
41,660
-413
-1% -$3.71K 0.05% 96
2019
Q3 		$386K Buy
+42,073
New +$400K 0.05% 89

Other funds holding F

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GFS
Geremia Financial Services Edison, New Jersey $94.3M AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Annex Advisory Services's F Position: Q2 2026 in Review

Annex Advisory Services reduced its Ford (F) stake by 9.4% in Q2 2026, selling an estimated $61.5K and leaving 44,042 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #237.

Annex Advisory Services first reported a position in F in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.74M in Q2 2023. 276 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Annex Advisory Services held 44,042 shares of Ford worth $612K as of Q2 2026.
  • Annex Advisory Services sold 4,561 Ford shares in Q2 2026, an estimated $61.5K.
  • Ford made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #237 holding.
  • Annex Advisory Services first reported a position in Ford in Q3 2019 and has held it in 28 quarters since.
  • Annex Advisory Services's Ford position peaked at $5.74M in Q2 2023.
  • 276 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.