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Briaud Financial Planning’s ImmunityBio IBRX Stock Holding History

Briaud 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
2025
Q3 		– Sell
-1,000
Closed -$2K – 169
2025
Q2 		$2K Buy
+1,000
New +$2.69K ﹤0.01% 320

Other funds holding IBRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
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
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Briaud Financial Planning's IBRX Position: Q3 2025 in Review

Briaud Financial Planning sold out of ImmunityBio (IBRX) in Q3 2025, closing a stake of 1,000 shares — an estimated $2K sold.

Briaud Financial Planning first reported a position in IBRX in Q2 2025 and held it in 1 quarter. The position peaked at $2K in Q2 2025. 263 funds tracked by Wall St. Rank hold IBRX as of Q3 2025.

  • Briaud Financial Planning reported no remaining ImmunityBio position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 1,000 ImmunityBio shares in Q3 2025, an estimated $2K.
  • Briaud Financial Planning first reported a position in ImmunityBio in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's ImmunityBio position peaked at $2K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.