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Allegheny Financial Group’s Annexon ANNX Stock Holding History

Allegheny Financial Group’s Portfolio ANNX Stock Details ANNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Hold
42,900
– – 0.03% 259
2026
Q1 		$238K Hold
42,900
– – 0.03% 255
2025
Q4 		$215K Hold
42,900
– – 0.03% 263
2025
Q3 		$131K Hold
42,900
– – 0.02% 256
2025
Q2 		$103K Buy
42,900
+17,700
+70% +$35.5K 0.02% 243
2025
Q1 		$48.6K Hold
25,200
– – 0.01% 227
2024
Q4 		$129K Hold
25,200
– – 0.03% 223
2024
Q3 		$149K Hold
25,200
– – 0.04% 235
2024
Q2 		$123K Buy
25,200
+3,500
+16% +$18.1K 0.04% 215
2024
Q1 		$156K Hold
21,700
– – 0.05% 199
2023
Q4 		$98.5K Hold
21,700
– – 0.03% 206
2023
Q3 		$51.2K Buy
+21,700
New +$65.6K 0.02% 188

Other funds holding ANNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

Allegheny Financial Group's ANNX Position: Q2 2026 in Review

Allegheny Financial Group held its Annexon (ANNX) position steady in Q2 2026 at 42,900 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #259.

Allegheny Financial Group first reported a position in ANNX in Q3 2023 and has held it in 12 quarters since. 216 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • Allegheny Financial Group held 42,900 shares of Annexon worth $245K as of Q2 2026.
  • Allegheny Financial Group left its Annexon share count unchanged in Q2 2026.
  • Annexon made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #259 holding.
  • Allegheny Financial Group first reported a position in Annexon in Q3 2023 and has held it in 12 quarters since.
  • 216 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.