Position in AVXL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,355,423
-$531,773 QoQ
Shares Held
909,430
-3.3% QoQ
Ownership
0.981%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#9
of 179 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVXL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Summit Financial, LLC holds $38,785,020 across 19 Biotechnology names. AVXL ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXSM |
Axsome Therapeutics, Inc.
|
46,571 | $11,399,183 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
17,095 | $10,659,416 | |
| 3 | TGTX |
Tg Therapeutics, Inc.
|
95,303 | $5,235,946 | |
| 4 | VKTX |
Viking Therapeutics, Inc.
|
66,785 | $2,605,282 | |
| 5 | AVXL |
Anavex Life Sciences Corp.
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|
909,430 | $2,355,423 | |
| 6 | IMRX |
Immuneering Corp
|
452,264 | $2,256,797 | |
| 7 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
2,265 | $1,125,093 | |
| 8 | MDWD |
MediWound Ltd.
|
46,914 | $689,635 |
All Filings in AVXL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,355,423 | 909,430 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,887,196 | 940,455 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,216,075 | 903,392 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,954,011 | 444,271 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,055,857 | 222,978 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||