Annex Advisory Services
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Annex Advisory Services’s FedEx FDX Stock Holding History

Annex Advisory Services’s Portfolio FDX Stock Details FDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$865K Buy
3,032
+292
+11% +$91.7K 0.01% 222
2026
Q2 		$858K Buy
2,740
+23
+0.8% +$8.36K 0.01% 206
2026
Q1 		$968K Buy
2,717
+10
+0.4% +$3.47K 0.02% 189
2025
Q4 		$782K Buy
+2,707
New +$711K 0.01% 199
2022
Q4 		– Sell
-15,176
Closed -$2.25M – 258
2022
Q3 		$2.25M Buy
15,176
+779
+5% +$164K 0.15% 88
2022
Q2 		$3.26M Buy
14,397
+1,585
+12% +$338K 0.24% 73
2022
Q1 		$2.96M Buy
12,812
+5,851
+84% +$1.37M 0.22% 80
2021
Q4 		$1.8M Buy
6,961
+4,868
+233% +$1.17M 0.12% 94
2021
Q3 		$459K Sell
2,093
-127
-6% -$34.5K 0.04% 147
2021
Q2 		$656K Buy
2,220
+154
+7% +$45.7K 0.05% 134
2021
Q1 		$587K Buy
2,066
+1,193
+137% +$307K 0.06% 130
2020
Q4 		$227K Buy
+873
New +$242K 0.02% 174

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Robeco Institutional Asset Management
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Gateway Investment Advisers
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Silverleafe Capital Partners
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Annex Advisory Services increased its FedEx (FDX) stake by 11% in Q3 2026, buying an estimated $91.7K and bringing the position to 3,032 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #222.

Annex Advisory Services first reported a position in FDX in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.26M in Q2 2022. 361 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • Annex Advisory Services held 3,032 shares of FedEx worth $865K as of Q3 2026.
  • Annex Advisory Services bought 292 FedEx shares in Q3 2026, an estimated $91.7K.
  • FedEx made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #222 holding.
  • Annex Advisory Services first reported a position in FedEx in Q4 2020 and has held it in 12 quarters since.
  • Annex Advisory Services's FedEx position peaked at $3.26M in Q2 2022.
  • 361 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

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