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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
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

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Allworth Financial's ANNX Position: Q1 2026 in Review

Allworth Financial increased its Annexon (ANNX) stake by 155% in Q1 2026, buying an estimated $3.63K and bringing the position to 1,061 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #3862.

Allworth Financial first reported a position in ANNX in Q2 2025 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • Allworth Financial held 1,061 shares of Annexon worth $5.88K as of Q1 2026.
  • Allworth Financial bought 645 Annexon shares in Q1 2026, an estimated $3.63K.
  • Annexon made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3862 holding.
  • Allworth Financial first reported a position in Annexon in Q2 2025 and has held it in 4 quarters since.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.