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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
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

SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 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
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

JFS Wealth Advisors's IBRX Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in ImmunityBio (IBRX) in Q2 2026: 158 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #1720 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in IBRX as recently as Q4 2025.

JFS Wealth Advisors first reported a position in IBRX in Q4 2021 and has held it in 11 quarters since. 48 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • JFS Wealth Advisors held 158 shares of ImmunityBio worth $1.38K as of Q2 2026.
  • ImmunityBio was a new JFS Wealth Advisors position in Q2 2026.
  • ImmunityBio made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1720 holding.
  • JFS Wealth Advisors first reported a position in ImmunityBio in Q4 2021 and has held it in 11 quarters since.
  • 48 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.