Position in FCFS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,795,936
+$325,616 QoQ
Shares Held
12,925
-1.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#159
of 500 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FCFS Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Annex Advisory Services, LLC holds $90,755,917 across 6 Credit Services names. FCFS ranks #3 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
228,947 | $78,549,426 | |
| 2 | COF |
Capital One Financial Corp
|
29,246 | $5,867,332 | |
| 3 | FCFS |
FirstCash Holdings, Inc.
This page
|
12,925 | $2,795,936 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
109,462 | $1,962,653 | |
| 5 | MA |
Mastercard Inc
|
1,836 | $942,969 | |
| 6 | AXP |
American Express Co
|
1,885 | $637,601 |
All Filings in FCFS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,795,936 | 12,925 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,470,320 | 13,140 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,814,810 | 17,661 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,872,629 | 18,133 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,949,835 | 21,828 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,144,683 | 26,136 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,552,496 | 24,638 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,256,623 | 19,657 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,434,548 | 13,678 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $10,279,213 | 80,596 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $7,045,458 | 65,001 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,551,415 | 55,304 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,529,553 | 37,818 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,056,417 | 32,048 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,438,260 | 28,055 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||