Annex Advisory Services
SFM icon

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
Q3 		$678K Sell
10,223
-1,740
-15% -$136K 0.01% 237
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 		$2.18M 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

Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
White Pine Investment Company
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
Leibman Financial Services
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

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

Annex Advisory Services reduced its Sprouts Farmers Market (SFM) stake by 15% in Q3 2026, selling an estimated $136K and leaving 10,223 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #237.

Annex Advisory Services first reported a position in SFM in Q4 2020 and has held it in 24 quarters since. The position peaked at $32.7M in Q2 2025. 88 funds tracked by Wall St. Rank hold SFM as of Q3 2026.

  • Annex Advisory Services held 10,223 shares of Sprouts Farmers Market worth $678K as of Q3 2026.
  • Annex Advisory Services sold 1,740 Sprouts Farmers Market shares in Q3 2026, an estimated $136K.
  • Sprouts Farmers Market made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #237 holding.
  • Annex Advisory Services first reported a position in Sprouts Farmers Market in Q4 2020 and has held it in 24 quarters since.
  • Annex Advisory Services's Sprouts Farmers Market position peaked at $32.7M in Q2 2025.
  • 88 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2026.

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