MFG
ANNX icon

Merit Financial Group’s Annexon ANNX Stock Holding History

Merit Financial Group’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 		$63.4K Buy
11,103
+358
+3% +$1.98K ﹤0.01% 2267
2026
Q1 		$59.5K Buy
+10,745
New +$60.5K ﹤0.01% 2050

Other funds holding ANNX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Merit Financial Group's ANNX Position: Q2 2026 in Review

Merit Financial Group increased its Annexon (ANNX) stake by 3.3% in Q2 2026, buying an estimated $1.98K and bringing the position to 11,103 shares worth $63.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

Merit Financial Group first reported a position in ANNX in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • Merit Financial Group held 11,103 shares of Annexon worth $63.4K as of Q2 2026.
  • Merit Financial Group bought 358 Annexon shares in Q2 2026, an estimated $1.98K.
  • Annexon made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2267 holding.
  • Merit Financial Group first reported a position in Annexon in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.