CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Annexon ANNX Stock Holding History

CAPTRUST Financial Advisors’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 		$439K Buy
79,173
+47,588
+151% +$268K ﹤0.01% 2121
2025
Q4 		$159K Buy
+31,585
New +$121K ﹤0.01% 2558

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

CAPTRUST Financial Advisors's ANNX Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Annexon (ANNX) stake by 151% in Q1 2026, buying an estimated $268K and bringing the position to 79,173 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

CAPTRUST Financial Advisors first reported a position in ANNX in Q4 2025 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • CAPTRUST Financial Advisors held 79,173 shares of Annexon worth $439K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 47,588 Annexon shares in Q1 2026, an estimated $268K.
  • Annexon made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2121 holding.
  • CAPTRUST Financial Advisors first reported a position in Annexon in Q4 2025 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

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