JFS Wealth Advisors
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JFS Wealth Advisors’s ImmunityBio IBRX Stock Holding History

JFS Wealth Advisors’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 		$3.41K Buy
361
+203
+128% +$1.62K ﹤0.01% 1377
2026
Q2 		$1.38K Buy
+158
New +$1.2K ﹤0.01% 1720
2026
Q1 		– Sell
-213
Closed -$422 – 1920
2025
Q4 		$422 Buy
+213
New +$483 ﹤0.01% 1822
2025
Q3 		– Sell
-11
Closed -$30 – 1926
2025
Q2 		$30 Sell
11
-31
-74% -$83 ﹤0.01% 1847
2025
Q1 		$127 Sell
42
-150
-78% -$455 ﹤0.01% 1864
2024
Q4 		$492 Buy
192
+176
+1,100% +$733 ﹤0.01% 1780
2024
Q3 		$60 Sell
16
-103
-87% -$477 ﹤0.01% 1924
2024
Q2 		$753 Buy
119
+109
+1,090% +$719 ﹤0.01% 1733
2024
Q1 		$54 Buy
+10
New +$45 ﹤0.01% 1973
2023
Q1 		– Sell
-15
Closed -$76 – 1974
2022
Q4 		$76 Buy
+15
New +$82 ﹤0.01% 1899
2022
Q2 		– Sell
-19
Closed – – 1831
2022
Q1 		$0 Buy
19
+12
+171% +$74 ﹤0.01% 1889
2021
Q4 		$0 Buy
+7
New +$53 ﹤0.01% 1786

Other funds holding IBRX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
AH
Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return

JFS Wealth Advisors's IBRX Position: Q3 2026 in Review

JFS Wealth Advisors increased its ImmunityBio (IBRX) stake by 128% in Q3 2026, buying an estimated $1.62K and bringing the position to 361 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

JFS Wealth Advisors first reported a position in IBRX in Q4 2021 and has held it in 12 quarters since. 227 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • JFS Wealth Advisors held 361 shares of ImmunityBio worth $3.41K as of Q3 2026.
  • JFS Wealth Advisors bought 203 ImmunityBio shares in Q3 2026, an estimated $1.62K.
  • ImmunityBio made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1377 holding.
  • JFS Wealth Advisors first reported a position in ImmunityBio in Q4 2021 and has held it in 12 quarters since.
  • 227 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.