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Annex Advisory Services’s FirstCash FCFS Stock Holding History

Annex Advisory Services’s Portfolio FCFS Stock Details FCFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.8M Sell
12,925
-215
-2% -$46.7K 0.05% 139
2026
Q1 		$2.47M Sell
13,140
-4,521
-26% -$817K 0.05% 143
2025
Q4 		$2.81M Sell
17,661
-472
-3% -$74.4K 0.05% 141
2025
Q3 		$2.87M Sell
18,133
-3,695
-17% -$517K 0.06% 118
2025
Q2 		$2.95M Sell
21,828
-4,308
-16% -$551K 0.07% 115
2025
Q1 		$3.14M Buy
26,136
+1,498
+6% +$170K 0.09% 100
2024
Q4 		$2.55M Buy
24,638
+4,981
+25% +$537K 0.08% 112
2024
Q3 		$2.26M Buy
19,657
+5,979
+44% +$677K 0.07% 106
2024
Q2 		$1.43M Sell
13,678
-66,918
-83% -$7.91M 0.05% 112
2024
Q1 		$10.3M Buy
80,596
+15,595
+24% +$1.81M 0.37% 51
2023
Q4 		$7.05M Buy
65,001
+9,697
+18% +$1.05M 0.29% 60
2023
Q3 		$5.55M Buy
55,304
+17,486
+46% +$1.65M 0.34% 61
2023
Q2 		$3.53M Buy
37,818
+5,770
+18% +$564K 0.2% 77
2023
Q1 		$3.06M Buy
32,048
+3,993
+14% +$360K 0.16% 76
2022
Q4 		$2.44M Buy
+28,055
New +$2.48M 0.14% 86

Other funds holding FCFS

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MCRM
Midway Capital Research & Management Chicago, Illinois $126M AUM
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Annex Advisory Services reduced its FirstCash (FCFS) stake by 1.6% in Q2 2026, selling an estimated $46.7K and leaving 12,925 shares worth $2.8M. The position accounts for 0.05% of the portfolio, ranked #139.

Annex Advisory Services first reported a position in FCFS in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.3M in Q1 2024. 60 funds tracked by Wall St. Rank hold FCFS as of Q2 2026.

  • Annex Advisory Services held 12,925 shares of FirstCash worth $2.8M as of Q2 2026.
  • Annex Advisory Services sold 215 FirstCash shares in Q2 2026, an estimated $46.7K.
  • FirstCash made up 0.05% of Annex Advisory Services's portfolio in Q2 2026, its #139 holding.
  • Annex Advisory Services first reported a position in FirstCash in Q4 2022 and has held it in 15 quarters since.
  • Annex Advisory Services's FirstCash position peaked at $10.3M in Q1 2024.
  • 60 funds tracked by Wall St. Rank held FirstCash as of Q2 2026.

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