Annex Advisory Services
LMND icon

Annex Advisory Services’s Lemonade LMND Stock Holding History

Annex Advisory Services’s Portfolio LMND Stock Details LMND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$523K Buy
+11,578
New +$644K 0.01% 269

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FA
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FSBI
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
FP
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Nisa Investment Advisors
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Annex Advisory Services's LMND Position: Q3 2026 in Review

Annex Advisory Services opened a new position in Lemonade (LMND) in Q3 2026: 11,578 shares worth $523K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings.

32 funds tracked by Wall St. Rank hold LMND as of Q3 2026.

  • Annex Advisory Services held 11,578 shares of Lemonade worth $523K as of Q3 2026.
  • Lemonade was a new Annex Advisory Services position in Q3 2026.
  • Lemonade made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #269 holding.
  • 32 funds tracked by Wall St. Rank held Lemonade as of Q3 2026.

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