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Root Financial Partners’s Annexon ANNX Stock Holding History

Root Financial Partners’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 		– Sell
-94
Closed -$521 – 556
2026
Q1 		$521 Buy
+94
New +$529 ﹤0.01% 2847

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
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

Root Financial Partners's ANNX Position: Q2 2026 in Review

Root Financial Partners sold out of Annexon (ANNX) in Q2 2026, closing a stake of 94 shares — an estimated $521 sold.

Root Financial Partners first reported a position in ANNX in Q1 2026 and held it in 1 quarter. The position peaked at $521 in Q1 2026. 30 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • Root Financial Partners reported no remaining Annexon position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 94 Annexon shares in Q2 2026, an estimated $521.
  • Root Financial Partners first reported a position in Annexon in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Annexon position peaked at $521 in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.