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
Q2 		$502K Buy
87,909
+8,736
+11% +$48.3K ﹤0.01% 2179
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

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 $3.37T AUM 44.26% 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

CAPTRUST Financial Advisors's ANNX Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Annexon (ANNX) stake by 11% in Q2 2026, buying an estimated $48.3K and bringing the position to 87,909 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

CAPTRUST Financial Advisors first reported a position in ANNX in Q4 2025 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • CAPTRUST Financial Advisors held 87,909 shares of Annexon worth $502K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 8,736 Annexon shares in Q2 2026, an estimated $48.3K.
  • Annexon made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2179 holding.
  • CAPTRUST Financial Advisors first reported a position in Annexon in Q4 2025 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.