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Summit Financial’s Anavex Life Sciences AVXL Stock Holding History

Summit Financial’s Portfolio AVXL Stock Details AVXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.36M Sell
909,430
-31,025
-3% -$91.8K 0.03% 596
2026
Q1 		$2.89M Buy
940,455
+37,063
+4% +$161K 0.04% 472
2025
Q4 		$3.22M Buy
903,392
+459,121
+103% +$2.81M 0.05% 362
2025
Q3 		$3.95M Buy
444,271
+221,293
+99% +$2.24M 0.06% 310
2025
Q2 		$2.06M Buy
+222,978
New +$1.9M 0.05% 288

Other funds holding AVXL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Summit Financial's AVXL Position: Q2 2026 in Review

Summit Financial reduced its Anavex Life Sciences (AVXL) stake by 3.3% in Q2 2026, selling an estimated $91.8K and leaving 909,430 shares worth $2.36M. The position accounts for 0.03% of the portfolio, ranked #596.

Summit Financial first reported a position in AVXL in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.95M in Q3 2025. 179 funds tracked by Wall St. Rank hold AVXL as of Q2 2026.

  • Summit Financial held 909,430 shares of Anavex Life Sciences worth $2.36M as of Q2 2026.
  • Summit Financial sold 31,025 Anavex Life Sciences shares in Q2 2026, an estimated $91.8K.
  • Anavex Life Sciences made up 0.03% of Summit Financial's portfolio in Q2 2026, its #596 holding.
  • Summit Financial first reported a position in Anavex Life Sciences in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's Anavex Life Sciences position peaked at $3.95M in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.