Compass Wealth Management’s ImmunityBio IBRX Stock Holding History

Compass Wealth Management’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 Q3	$29.1K	Buy	+3,086	New	+$24.7K	0.01%	307

Other funds holding IBRX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Compass Wealth Management's IBRX Position: Q3 2026 in Review

Compass Wealth Management opened a new position in ImmunityBio (IBRX) in Q3 2026: 3,086 shares worth $29.1K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings.

192 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

Compass Wealth Management held 3,086 shares of ImmunityBio worth $29.1K as of Q3 2026.
ImmunityBio was a new Compass Wealth Management position in Q3 2026.
ImmunityBio made up 0.01% of Compass Wealth Management's portfolio in Q3 2026, its #307 holding.
192 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.