IFP Advisors
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IFP Advisors’s Black Diamond Therapeutics BDTX Stock Holding History

IFP Advisors’s Portfolio BDTX Stock Details BDTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21 Buy
+11
New +$22 ﹤0.01% 5132
2025
Q1 		– Hold
0
– – – 4149
2024
Q4 		– Hold
0
– – – 4378
2024
Q1 		– Sell
-300
Closed -$843 – 3123
2023
Q4 		$843 Hold
300
– – ﹤0.01% 2830
2023
Q3 		$861 Buy
+300
New +$1.1K ﹤0.01% 3029

Other funds holding BDTX

Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return
DLK Investment Management
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IFP Advisors's BDTX Position: Q3 2026 in Review

IFP Advisors opened a new position in Black Diamond Therapeutics (BDTX) in Q3 2026: 11 shares worth $21. The stake represents ﹤0.01% of the portfolio and ranks #5132 among its holdings. This is a return to the name: IFP Advisors previously reported a position in BDTX as recently as Q4 2023.

IFP Advisors first reported a position in BDTX in Q3 2023 and has held it in 3 quarters since. The position peaked at $861 in Q3 2023. 12 funds tracked by Wall St. Rank hold BDTX as of Q3 2026.

  • IFP Advisors held 11 shares of Black Diamond Therapeutics worth $21 as of Q3 2026.
  • Black Diamond Therapeutics was a new IFP Advisors position in Q3 2026.
  • Black Diamond Therapeutics made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5132 holding.
  • IFP Advisors first reported a position in Black Diamond Therapeutics in Q3 2023 and has held it in 3 quarters since.
  • IFP Advisors's Black Diamond Therapeutics position peaked at $861 in Q3 2023.
  • 12 funds tracked by Wall St. Rank held Black Diamond Therapeutics as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.