Bank of New York Mellon
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Bank of New York Mellon’s Annexon ANNX Stock Holding History

Bank of New York Mellon’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 		$2.86M Buy
501,442
+106,423
+27% +$588K ﹤0.01% 2743
2026
Q1 		$2.19M Buy
395,019
+33,342
+9% +$188K ﹤0.01% 2763
2025
Q4 		$1.82M Buy
361,677
+53,489
+17% +$204K ﹤0.01% 2894
2025
Q3 		$940K Buy
308,188
+7,140
+2% +$17.7K ﹤0.01% 3244
2025
Q2 		$723K Buy
301,048
+12,350
+4% +$24.8K ﹤0.01% 3303
2025
Q1 		$557K Buy
288,698
+58,152
+25% +$194K ﹤0.01% 3391
2024
Q4 		$1.18M Buy
230,546
+6,226
+3% +$38.3K ﹤0.01% 3048
2024
Q3 		$1.33M Sell
224,320
-33,713
-13% -$200K ﹤0.01% 2977
2024
Q2 		$1.26M Buy
258,033
+77,417
+43% +$400K ﹤0.01% 3062
2024
Q1 		$1.3M Buy
180,616
+46,339
+35% +$241K ﹤0.01% 3010
2023
Q4 		$610K Sell
134,277
-20,000
-13% -$49.5K ﹤0.01% 3443
2023
Q3 		$364K Hold
154,277
– – ﹤0.01% 3711
2023
Q2 		$543K Buy
154,277
+116,610
+310% +$510K ﹤0.01% 3541
2023
Q1 		$145K Hold
37,667
– – ﹤0.01% 4008
2022
Q4 		$195K Buy
37,667
+20,000
+113% +$110K ﹤0.01% 3981
2022
Q3 		$109K Buy
+17,667
New +$95.5K ﹤0.01% 4182
2022
Q2 		– Sell
-99,041
Closed -$270K – 4582
2022
Q1 		$270K Sell
99,041
-2,239
-2% -$13.8K ﹤0.01% 4076
2021
Q4 		$1.16M Sell
101,280
-2,086
-2% -$33.7K ﹤0.01% 3295
2021
Q3 		$1.92M Buy
103,366
+8,981
+10% +$182K ﹤0.01% 2996
2021
Q2 		$2.13M Buy
94,385
+15,915
+20% +$353K ﹤0.01% 2948
2021
Q1 		$2.18M Buy
78,470
+18,189
+30% +$500K ﹤0.01% 2879
2020
Q4 		$1.51M Buy
60,281
+23,131
+62% +$595K ﹤0.01% 3005
2020
Q3 		$1.12M Buy
+37,150
New +$872K ﹤0.01% 3054

Other funds holding ANNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of New York Mellon's ANNX Position: Q2 2026 in Review

Bank of New York Mellon increased its Annexon (ANNX) stake by 27% in Q2 2026, buying an estimated $588K and bringing the position to 501,442 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2743.

Bank of New York Mellon first reported a position in ANNX in Q3 2020 and has held it in 23 quarters since. 75 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • Bank of New York Mellon held 501,442 shares of Annexon worth $2.86M as of Q2 2026.
  • Bank of New York Mellon bought 106,423 Annexon shares in Q2 2026, an estimated $588K.
  • Annexon made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2743 holding.
  • Bank of New York Mellon first reported a position in Annexon in Q3 2020 and has held it in 23 quarters since.
  • 75 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.