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Annex Advisory Services’s Mama's Creations MAMA Stock Holding History

Annex Advisory Services’s Portfolio MAMA Stock Details MAMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.74M Sell
153,726
-87,088
-36% -$1.32M 0.05% 140
2026
Q1 		$3.69M Sell
240,814
-57,015
-19% -$865K 0.07% 120
2025
Q4 		$4.02M Sell
297,829
-211,088
-41% -$2.43M 0.08% 118
2025
Q3 		$5.35M Sell
508,917
-95,833
-16% -$869K 0.11% 94
2025
Q2 		$5.02M Sell
604,750
-397,689
-40% -$2.86M 0.12% 89
2025
Q1 		$6.53M Sell
1,002,439
-218,934
-18% -$1.51M 0.19% 78
2024
Q4 		$9.72M Buy
1,221,373
+507,065
+71% +$4.2M 0.29% 65
2024
Q3 		$5.21M Buy
714,308
+624,289
+694% +$4.8M 0.17% 84
2024
Q2 		$607K Buy
+90,019
New +$548K 0.02% 170

Other funds holding MAMA

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Annex Advisory Services reduced its Mama's Creations (MAMA) stake by 36% in Q2 2026, selling an estimated $1.32M and leaving 153,726 shares worth $2.74M. The position accounts for 0.05% of the portfolio, ranked #140.

Annex Advisory Services first reported a position in MAMA in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.72M in Q4 2024. 7 funds tracked by Wall St. Rank hold MAMA as of Q2 2026.

  • Annex Advisory Services held 153,726 shares of Mama's Creations worth $2.74M as of Q2 2026.
  • Annex Advisory Services sold 87,088 Mama's Creations shares in Q2 2026, an estimated $1.32M.
  • Mama's Creations made up 0.05% of Annex Advisory Services's portfolio in Q2 2026, its #140 holding.
  • Annex Advisory Services first reported a position in Mama's Creations in Q2 2024 and has held it in 9 quarters since.
  • Annex Advisory Services's Mama's Creations position peaked at $9.72M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Mama's Creations as of Q2 2026.

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