Annex Advisory Services
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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
Q3 		$3.39M Buy
16,029
+3,104
+24% +$669K 0.06% 124
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

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
ACM
Aubrey Capital Management Edinburgh, United Kingdom $115M AUM 51.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Annex Advisory Services's FCFS Position: Q3 2026 in Review

Annex Advisory Services increased its FirstCash (FCFS) stake by 24% in Q3 2026, buying an estimated $669K and bringing the position to 16,029 shares worth $3.39M. The position accounts for 0.06% of the portfolio, ranked #124.

Annex Advisory Services first reported a position in FCFS in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.3M in Q1 2024. 50 funds tracked by Wall St. Rank hold FCFS as of Q3 2026.

  • Annex Advisory Services held 16,029 shares of FirstCash worth $3.39M as of Q3 2026.
  • Annex Advisory Services bought 3,104 FirstCash shares in Q3 2026, an estimated $669K.
  • FirstCash made up 0.06% of Annex Advisory Services's portfolio in Q3 2026, its #124 holding.
  • Annex Advisory Services first reported a position in FirstCash in Q4 2022 and has held it in 16 quarters since.
  • Annex Advisory Services's FirstCash position peaked at $10.3M in Q1 2024.
  • 50 funds tracked by Wall St. Rank held FirstCash as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.