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Action Point Financial Planning’s ImmunityBio IBRX Stock Holding History

Action Point Financial Planning’s Portfolio IBRX Stock Details IBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.05K Buy
+806
New +$6.1K ﹤0.01% 1631

Other funds holding IBRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's IBRX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ImmunityBio (IBRX) in Q2 2026: 806 shares worth $7.05K. The stake represents ﹤0.01% of the portfolio and ranks #1631 among its holdings.

402 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Action Point Financial Planning held 806 shares of ImmunityBio worth $7.05K as of Q2 2026.
  • ImmunityBio was a new Action Point Financial Planning position in Q2 2026.
  • ImmunityBio made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1631 holding.
  • 402 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.