LPL Financial
ANNX icon

LPL Financial’s Annexon ANNX Stock Holding History

LPL 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
Q3 		$93.4K Buy
22,086
+6,277
+40% +$31.5K ﹤0.01% 6028
2026
Q2 		$90.3K Buy
15,809
+2,595
+20% +$14.3K ﹤0.01% 5934
2026
Q1 		$73.2K Buy
+13,214
New +$74.4K ﹤0.01% 5728
2025
Q2 		– Sell
-12,926
Closed -$24.9K – 5560
2025
Q1 		$24.9K Buy
+12,926
New +$43K ﹤0.01% 5234
2024
Q3 		– Sell
-22,997
Closed -$113K – 5167
2024
Q2 		$113K Buy
+22,997
New +$119K ﹤0.01% 4717

Other funds holding ANNX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

LPL Financial's ANNX Position: Q3 2026 in Review

LPL Financial increased its Annexon (ANNX) stake by 40% in Q3 2026, buying an estimated $31.5K and bringing the position to 22,086 shares worth $93.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6028.

LPL Financial first reported a position in ANNX in Q2 2024 and has held it in 5 quarters since. The position peaked at $113K in Q2 2024. 59 funds tracked by Wall St. Rank hold ANNX as of Q3 2026.

  • LPL Financial held 22,086 shares of Annexon worth $93.4K as of Q3 2026.
  • LPL Financial bought 6,277 Annexon shares in Q3 2026, an estimated $31.5K.
  • Annexon made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6028 holding.
  • LPL Financial first reported a position in Annexon in Q2 2024 and has held it in 5 quarters since.
  • LPL Financial's Annexon position peaked at $113K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held Annexon as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.