Bard Financial Services’s ImmunityBio IBRX Stock Holding History

Bard Financial Services’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
2025 Q3	$36.9K	Hold	15,000	–	–	﹤0.01%	205
2025 Q2	$39.6K	Hold	15,000	–	–	﹤0.01%	196
2025 Q1	$45.1K	Hold	15,000	–	–	0.01%	200
2024 Q4	$38.4K	Hold	15,000	–	–	﹤0.01%	201
2024 Q3	$55.8K	Hold	15,000	–	–	0.01%	203
2024 Q2	$94.8K	Hold	15,000	–	–	0.01%	208
2024 Q1	$80.5K	Sell	15,000 -4,250	-22%	-$19.2K	0.01%	219
2023 Q4	$96.6K	Hold	19,250	–	–	0.01%	220
2023 Q3	$32.5K	Hold	19,250	–	–	﹤0.01%	224
2023 Q2	$53.5K	Buy	+19,250	New	+$54.4K	﹤0.01%	314

Other funds holding IBRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HCM

Heights Capital Management San Francisco, California $433M AUM 8.59% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bard Financial Services's IBRX Position: Q3 2025 in Review

Bard Financial Services held its ImmunityBio (IBRX) position steady in Q3 2025 at 15,000 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Bard Financial Services first reported a position in IBRX in Q2 2023 and has held it in 10 quarters since. The position peaked at $96.6K in Q4 2023. 264 funds tracked by Wall St. Rank hold IBRX as of Q3 2025.

Bard Financial Services held 15,000 shares of ImmunityBio worth $36.9K as of Q3 2025.
Bard Financial Services left its ImmunityBio share count unchanged in Q3 2025.
ImmunityBio made up ﹤0.01% of Bard Financial Services's portfolio in Q3 2025, its #205 holding.
Bard Financial Services first reported a position in ImmunityBio in Q2 2023 and has held it in 10 quarters since.
Bard Financial Services's ImmunityBio position peaked at $96.6K in Q4 2023.
264 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.