Position in AVXL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,887,196
-$328,879 QoQ
Shares Held
940,455
+4.1% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AVXL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Summit Financial, LLC holds $36,813,099 across 19 Biotechnology names. AVXL ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
|
16,466 | $12,722,290 | |
| 2 | AXSM |
Axsome Therapeutics, Inc.
|
65,249 | $11,028,385 | |
| 3 | AVXL |
Anavex Life Sciences Corp.
This page
|
940,455 | $2,887,196 | |
| 4 | TGTX |
Tg Therapeutics, Inc.
|
85,393 | $2,836,755 | |
| 5 | VKTX |
Viking Therapeutics, Inc.
|
61,169 | $1,990,439 | |
| 6 | IMRX |
Immuneering Corp
|
376,749 | $1,985,467 | |
| 7 | MDWD |
MediWound Ltd.
|
47,271 | $761,535 | |
| 8 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,429 | $638,105 |
All Filings in AVXL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||