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Collective Family Office’s ImmunityBio IBRX Stock Holding History

Collective Family Office’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
-10,000
Closed -$7.5K – 164
2025
Q2 		$7.5K Buy
+10,000
New +$26.9K ﹤0.01% 158
2024
Q4 		– Sell
-11,000
Closed -$8.69K – 170
2024
Q3 		$8.69K Buy
+11,000
New +$50.9K ﹤0.01% 170

Other funds holding IBRX

SAM
SEB Asset Management Stockholm $26.6B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
LCGC
Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 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
NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return

Collective Family Office's IBRX Position: Q2 2026 in Review

Collective Family Office increased its ImmunityBio (IBRX) stake by 3.1% in Q2 2026, buying an estimated $35.5K and bringing the position to 157,200 shares worth $1.38M. The position accounts for 0.28% of the portfolio, ranked #66.

Collective Family Office first reported a position in IBRX in Q2 2024 and has held it in 9 quarters since. 152 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Collective Family Office held 157,200 shares of ImmunityBio worth $1.38M as of Q2 2026.
  • Collective Family Office bought 4,693 ImmunityBio shares in Q2 2026, an estimated $35.5K.
  • ImmunityBio made up 0.28% of Collective Family Office's portfolio in Q2 2026, its #66 holding.
  • Collective Family Office first reported a position in ImmunityBio in Q2 2024 and has held it in 9 quarters since.
  • 152 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.