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Annex Advisory Services’s Sprouts Farmers Market SFM Stock Holding History

Annex Advisory Services’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Sell
11,963
-1,093
-8% -$88.4K 0.02% 193
2026
Q1 		$1.01M Sell
13,056
-13,251
-50% -$989K 0.02% 186
2025
Q4 		$2.1M Sell
26,307
-181,024
-87% -$16.2M 0.04% 149
2025
Q3 		$22.6M Buy
207,331
+8,748
+4% +$1.27M 0.48% 54
2025
Q2 		$32.7M Buy
198,583
+22,614
+13% +$3.69M 0.79% 38
2025
Q1 		$26.9M Sell
175,969
-5,343
-3% -$797K 0.76% 41
2024
Q4 		$23M Sell
181,312
-4,203
-2% -$559K 0.69% 36
2024
Q3 		$20.5M Buy
185,515
+17,399
+10% +$1.66M 0.66% 37
2024
Q2 		$14.1M Sell
168,116
-29,673
-15% -$2.16M 0.5% 43
2024
Q1 		$12.8M Buy
197,789
+15,449
+8% +$861K 0.45% 44
2023
Q4 		$8.77M Buy
182,340
+20,585
+13% +$901K 0.37% 54
2023
Q3 		$6.92M Buy
161,755
+34,533
+27% +$1.35M 0.42% 55
2023
Q2 		$4.67M Buy
127,222
+16,809
+15% +$587K 0.26% 66
2023
Q1 		$3.87M Buy
110,413
+18,301
+20% +$592K 0.21% 69
2022
Q4 		$2.98M Buy
92,112
+2,094
+2% +$65.2K 0.17% 76
2022
Q3 		$2.5M Buy
90,018
+3,735
+4% +$106K 0.17% 82
2022
Q2 		$2.19M Buy
86,283
+8,725
+11% +$242K 0.16% 88
2022
Q1 		$2.48M Buy
77,558
+15,712
+25% +$470K 0.18% 86
2021
Q4 		$1.84M Buy
61,846
+19,847
+47% +$497K 0.13% 91
2021
Q3 		$972K Buy
41,999
+9,524
+29% +$232K 0.08% 112
2021
Q2 		$798K Buy
32,475
+4,090
+14% +$109K 0.06% 127
2021
Q1 		$756K Buy
28,385
+2,215
+8% +$50.4K 0.07% 121
2020
Q4 		$526K Buy
+26,170
New +$536K 0.05% 127

Other funds holding SFM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Annex Advisory Services reduced its Sprouts Farmers Market (SFM) stake by 8.4% in Q2 2026, selling an estimated $88.4K and leaving 11,963 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #193.

Annex Advisory Services first reported a position in SFM in Q4 2020 and has held it in 23 quarters since. The position peaked at $32.7M in Q2 2025. 68 funds tracked by Wall St. Rank hold SFM as of Q2 2026.

  • Annex Advisory Services held 11,963 shares of Sprouts Farmers Market worth $1.01M as of Q2 2026.
  • Annex Advisory Services sold 1,093 Sprouts Farmers Market shares in Q2 2026, an estimated $88.4K.
  • Sprouts Farmers Market made up 0.02% of Annex Advisory Services's portfolio in Q2 2026, its #193 holding.
  • Annex Advisory Services first reported a position in Sprouts Farmers Market in Q4 2020 and has held it in 23 quarters since.
  • Annex Advisory Services's Sprouts Farmers Market position peaked at $32.7M in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2026.

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