CAPTRUST Financial Advisors
ANNX icon

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
Q3 		$350K Sell
82,694
-5,215
-6% -$26.2K ﹤0.01% 2528
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 $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.23B AUM 121.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Panagora Asset Management
Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors's ANNX Position: Q3 2026 in Review

CAPTRUST Financial Advisors reduced its Annexon (ANNX) stake by 5.9% in Q3 2026, selling an estimated $26.2K and leaving 82,694 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

CAPTRUST Financial Advisors first reported a position in ANNX in Q4 2025 and has held it in 4 quarters since. The position peaked at $502K in Q2 2026. 101 funds tracked by Wall St. Rank hold ANNX as of Q3 2026.

  • CAPTRUST Financial Advisors held 82,694 shares of Annexon worth $350K as of Q3 2026.
  • CAPTRUST Financial Advisors sold 5,215 Annexon shares in Q3 2026, an estimated $26.2K.
  • Annexon made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2528 holding.
  • CAPTRUST Financial Advisors first reported a position in Annexon in Q4 2025 and has held it in 4 quarters since.
  • CAPTRUST Financial Advisors's Annexon position peaked at $502K in Q2 2026.
  • 101 funds tracked by Wall St. Rank held Annexon as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.