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Annex Advisory Services’s Nathan's Famous NATH Stock Holding History

Annex Advisory Services’s Portfolio NATH Stock Details NATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-18,449
Closed -$1.73M – 391
2025
Q4 		$1.73M Sell
18,449
-259
-1% -$26K 0.03% 161
2025
Q3 		$2.07M Sell
18,708
-3,571
-16% -$374K 0.04% 133
2025
Q2 		$2.46M Buy
22,279
+995
+5% +$101K 0.06% 122
2025
Q1 		$2.05M Buy
21,284
+3,331
+19% +$298K 0.06% 121
2024
Q4 		$1.41M Buy
17,953
+3,221
+22% +$272K 0.04% 138
2024
Q3 		$1.19M Buy
14,732
+1,961
+15% +$146K 0.04% 135
2024
Q2 		$866K Buy
12,771
+878
+7% +$59.4K 0.03% 142
2024
Q1 		$842K Buy
11,893
+1,203
+11% +$84.2K 0.03% 139
2023
Q4 		$834K Buy
10,690
+3,459
+48% +$237K 0.03% 138
2023
Q3 		$511K Buy
7,231
+1,515
+27% +$114K 0.03% 151
2023
Q2 		$449K Buy
5,716
+668
+13% +$49.9K 0.02% 155
2023
Q1 		$382K Buy
5,048
+1,063
+27% +$78.6K 0.02% 164
2022
Q4 		$268K Buy
+3,985
New +$262K 0.02% 203

Other funds holding NATH

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Annex Advisory Services's NATH Position: Q1 2026 in Review

Annex Advisory Services sold out of Nathan's Famous (NATH) in Q1 2026, closing a stake of 18,449 shares — an estimated $1.73M sold.

Annex Advisory Services first reported a position in NATH in Q4 2022 and held it in 13 quarters. The position peaked at $2.46M in Q2 2025. 127 funds tracked by Wall St. Rank hold NATH as of Q1 2026.

  • Annex Advisory Services reported no remaining Nathan's Famous position as of Q1 2026 after selling out during the quarter.
  • Annex Advisory Services sold 18,449 Nathan's Famous shares in Q1 2026, an estimated $1.73M.
  • Annex Advisory Services first reported a position in Nathan's Famous in Q4 2022 and held it in 13 quarters.
  • Annex Advisory Services's Nathan's Famous position peaked at $2.46M in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Nathan's Famous as of Q1 2026.

Based on Annex Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.