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Independent Financial Group’s Intellia Therapeutics NTLA Stock Holding History

Independent Financial Group’s Portfolio NTLA Stock Details NTLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255K Sell
15,052
-1,250
-8% -$17.5K ﹤0.01% 1348
2026
Q1 		$209K Buy
+16,302
New +$208K ﹤0.01% 1356
2025
Q3 		– Sell
-12,559
Closed -$118K – 1406
2025
Q2 		$118K Buy
+12,559
New +$103K ﹤0.01% 1258
2025
Q1 		– Sell
-29,637
Closed -$346K – 1239
2024
Q4 		$346K Buy
+29,637
New +$463K 0.01% 848

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $177M AUM 9.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's NTLA Position: Q2 2026 in Review

Independent Financial Group reduced its Intellia Therapeutics (NTLA) stake by 7.7% in Q2 2026, selling an estimated $17.5K and leaving 15,052 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Independent Financial Group first reported a position in NTLA in Q4 2024 and has held it in 4 quarters since. The position peaked at $346K in Q4 2024. 306 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

  • Independent Financial Group held 15,052 shares of Intellia Therapeutics worth $255K as of Q2 2026.
  • Independent Financial Group sold 1,250 Intellia Therapeutics shares in Q2 2026, an estimated $17.5K.
  • Intellia Therapeutics made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1348 holding.
  • Independent Financial Group first reported a position in Intellia Therapeutics in Q4 2024 and has held it in 4 quarters since.
  • Independent Financial Group's Intellia Therapeutics position peaked at $346K in Q4 2024.
  • 306 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.