CFS
IBRX icon

CGC Financial Services’s ImmunityBio IBRX Stock Holding History

CGC 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
2026
Q2 		$17.5K Hold
2,000
– – ﹤0.01% 193
2026
Q1 		$15.3K Buy
+2,000
New +$13.7K ﹤0.01% 187

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
PL
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
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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

CGC Financial Services's IBRX Position: Q2 2026 in Review

CGC Financial Services held its ImmunityBio (IBRX) position steady in Q2 2026 at 2,000 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

CGC Financial Services first reported a position in IBRX in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • CGC Financial Services held 2,000 shares of ImmunityBio worth $17.5K as of Q2 2026.
  • CGC Financial Services left its ImmunityBio share count unchanged in Q2 2026.
  • ImmunityBio made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #193 holding.
  • CGC Financial Services first reported a position in ImmunityBio in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.