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Independent Financial Group’s BioNTech BNTX Stock Holding History

Independent Financial Group’s Portfolio BNTX Stock Details BNTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,156
Closed -$234K – 959
2023
Q3 		$234K Sell
2,156
-247
-10% -$27.3K 0.02% 770
2023
Q2 		$259K Buy
+2,403
New +$270K 0.02% 707
2021
Q3 		– Sell
-2,032
Closed -$455K – 712
2021
Q2 		$455K Buy
+2,032
New +$383K 0.05% 395

Other funds holding BNTX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Independent Financial Group's BNTX Position: Q4 2023 in Review

Independent Financial Group sold out of BioNTech (BNTX) in Q4 2023, closing a stake of 2,156 shares — an estimated $234K sold.

Independent Financial Group first reported a position in BNTX in Q2 2021 and held it in 3 quarters. The position peaked at $455K in Q2 2021. 282 funds tracked by Wall St. Rank hold BNTX as of Q4 2023.

  • Independent Financial Group reported no remaining BioNTech position as of Q4 2023 after selling out during the quarter.
  • Independent Financial Group sold 2,156 BioNTech shares in Q4 2023, an estimated $234K.
  • Independent Financial Group first reported a position in BioNTech in Q2 2021 and held it in 3 quarters.
  • Independent Financial Group's BioNTech position peaked at $455K in Q2 2021.
  • 282 funds tracked by Wall St. Rank held BioNTech as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.