AF
ANNX icon

Allworth Financial’s Annexon ANNX Stock Holding History

Allworth Financial’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 		$4.77K Sell
836
-225
-21% -$1.24K ﹤0.01% 4141
2026
Q1 		$5.88K Buy
1,061
+645
+155% +$3.63K ﹤0.01% 3862
2025
Q4 		$2.09K Buy
416
+264
+174% +$1.01K ﹤0.01% 4109
2025
Q3 		$464 Buy
152
+107
+238% +$266 ﹤0.01% 4451
2025
Q2 		$108 Buy
+45
New +$90 ﹤0.01% 4393

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

Allworth Financial's ANNX Position: Q2 2026 in Review

Allworth Financial reduced its Annexon (ANNX) stake by 21% in Q2 2026, selling an estimated $1.24K and leaving 836 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #4141.

Allworth Financial first reported a position in ANNX in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.88K in Q1 2026. 216 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • Allworth Financial held 836 shares of Annexon worth $4.77K as of Q2 2026.
  • Allworth Financial sold 225 Annexon shares in Q2 2026, an estimated $1.24K.
  • Annexon made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4141 holding.
  • Allworth Financial first reported a position in Annexon in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's Annexon position peaked at $5.88K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.