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Financial Life Planners’s ImmunityBio IBRX Stock Holding History

Financial Life Planners’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 		$4.38K Hold
500
– – ﹤0.01% 270
2026
Q1 		$3.83K Buy
+500
New +$3.42K ﹤0.01% 281

Other funds holding IBRX

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
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
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
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Financial Life Planners's IBRX Position: Q2 2026 in Review

Financial Life Planners held its ImmunityBio (IBRX) position steady in Q2 2026 at 500 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Financial Life Planners first reported a position in IBRX in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Financial Life Planners held 500 shares of ImmunityBio worth $4.38K as of Q2 2026.
  • Financial Life Planners left its ImmunityBio share count unchanged in Q2 2026.
  • ImmunityBio made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #270 holding.
  • Financial Life Planners first reported a position in ImmunityBio in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.