B. Riley Wealth Advisors’s ImmunityBio IBRX Stock Holding History

B. Riley Wealth Advisors’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	$991K	Sell	113,000 -7,000	-6%	-$53K	0.05%	312
2026 Q1	$799K	Buy	120,000 +7,000	+6%	+$47.9K	0.05%	334
2025 Q4	$224K	Hold	113,000	–	–	0.01%	823
2025 Q3	$278K	Hold	113,000	–	–	0.01%	752
2025 Q2	$298K	Buy	+113,000	New	+$304K	0.01%	720
2024 Q4	$209K	Hold	81,550	–	–	0.01%	1026
2024 Q3	$277K	Hold	81,550	–	–	0.01%	993
2024 Q2	$515K	Buy	+81,550	New	+$538K	0.01%	802
2020 Q1	–	Sell	-12,000	Closed	-$46K	–	843
2019 Q4	$46K	Buy	+12,000	New	+$20.4K	﹤0.01%	814

Other funds holding IBRX

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

DKCM

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

B. Riley Wealth Advisors's IBRX Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its ImmunityBio (IBRX) stake by 5.8% in Q2 2026, selling an estimated $53K and leaving 113,000 shares worth $991K. The position accounts for 0.05% of the portfolio, ranked #312.

B. Riley Wealth Advisors first reported a position in IBRX in Q4 2019 and has held it in 9 quarters since. 55 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

B. Riley Wealth Advisors held 113,000 shares of ImmunityBio worth $991K as of Q2 2026.
B. Riley Wealth Advisors sold 7,000 ImmunityBio shares in Q2 2026, an estimated $53K.
ImmunityBio made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #312 holding.
B. Riley Wealth Advisors first reported a position in ImmunityBio in Q4 2019 and has held it in 9 quarters since.
55 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.