Bank of Montreal
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Bank of Montreal’s ImmunityBio IBRX Stock Holding History

Bank of Montreal’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
Q1 		$2.29M Buy
299,100
+296,600
+11,864% +$2.03M ﹤0.01% 1602
2025
Q4 		$4.95K Hold
2,500
– – ﹤0.01% 3494
2025
Q3 		$6.15K Hold
2,500
– – ﹤0.01% 3397
2025
Q2 		$6.6K Hold
2,500
– – ﹤0.01% 3384
2025
Q1 		$7.53K Sell
2,500
-700
-22% -$2.12K ﹤0.01% 3324
2024
Q4 		$8.19K Buy
3,200
+700
+28% +$2.92K ﹤0.01% 3352
2024
Q3 		$9.82K Hold
2,500
– – ﹤0.01% 3662
2024
Q2 		$18.2K Sell
2,500
-251,400
-99% -$1.66M ﹤0.01% 3591
2024
Q1 		$1.39M Buy
253,900
+5,500
+2% +$24.9K ﹤0.01% 1822
2023
Q4 		$1.29M Buy
248,400
+200,500
+419% +$629K ﹤0.01% 1912
2023
Q3 		$86.2K Buy
+47,900
New +$96.2K ﹤0.01% 3319
2023
Q2 		– Sell
-97,500
Closed -$188K – 4124
2023
Q1 		$188K Hold
97,500
– – ﹤0.01% 3041
2022
Q4 		$500K Buy
97,500
+300
+0.3% +$1.65K ﹤0.01% 2614
2022
Q3 		$515 Buy
+97,200
New +$443K ﹤0.01% 2566
2021
Q2 		– Sell
-31,800
Closed -$594K – 4235
2021
Q1 		$594K Buy
31,800
+28,500
+864% +$739K ﹤0.01% 2535
2020
Q4 		$47K Hold
3,300
– – ﹤0.01% 3976
2020
Q3 		$25K Buy
+3,300
New +$32.9K ﹤0.01% 3732
2020
Q1 		– Sell
-30,300
Closed -$115K – 4353
2019
Q4 		$115K Hold
30,300
– – ﹤0.01% 3427
2019
Q3 		$37K Buy
+30,300
New +$37.6K ﹤0.01% 3771
2017
Q4 		– Sell
-3,500
Closed -$19K – 4233
2017
Q3 		$19K Sell
3,500
-12,100
-78% -$74.6K ﹤0.01% 3537
2017
Q2 		$118K Buy
+15,600
New +$67.4K ﹤0.01% 2915

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Bank of Montreal's IBRX Position: Q1 2026 in Review

Bank of Montreal increased its ImmunityBio (IBRX) stake by 69% in Q1 2026, buying an estimated $47.2K and bringing the position to 16,914 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

Bank of Montreal first reported a position in IBRX in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.03M in Q3 2024. 386 funds tracked by Wall St. Rank hold IBRX as of Q1 2026.

  • Bank of Montreal held 16,914 shares of ImmunityBio worth $130K as of Q1 2026.
  • Bank of Montreal bought 6,893 ImmunityBio shares in Q1 2026, an estimated $47.2K.
  • ImmunityBio made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3064 holding.
  • Bank of Montreal first reported a position in ImmunityBio in Q2 2017 and has held it in 25 quarters since.
  • Bank of Montreal's ImmunityBio position peaked at $1.03M in Q3 2024.
  • 386 funds tracked by Wall St. Rank held ImmunityBio as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.