KFA
NWBO

Kelleher Financial Advisors’s Northwest Biotherapeutics, Inc. Common stock NWBO Stock Holding History

Kelleher Financial Advisors’s Portfolio NWBO Stock Details NWBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$149K Buy
800,000
+600,000
+300% +$112K 0.02% 324
2026
Q1 		$41.3K Buy
+200,000
New +$41.3K 0.01% 399

Other funds holding NWBO

CFM
Compass Financial Management Tampa, Florida $829M AUM
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

Kelleher Financial Advisors's NWBO Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Northwest Biotherapeutics, Inc. Common stock (NWBO) stake by 300% in Q2 2026, buying an estimated $112K and bringing the position to 800,000 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #324.

Kelleher Financial Advisors first reported a position in NWBO in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold NWBO as of Q2 2026.

  • Kelleher Financial Advisors held 800,000 shares of Northwest Biotherapeutics, Inc. Common stock worth $149K as of Q2 2026.
  • Kelleher Financial Advisors bought 600,000 Northwest Biotherapeutics, Inc. Common stock shares in Q2 2026, an estimated $112K.
  • Northwest Biotherapeutics, Inc. Common stock made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #324 holding.
  • Kelleher Financial Advisors first reported a position in Northwest Biotherapeutics, Inc. Common stock in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Northwest Biotherapeutics, Inc. Common stock as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.