KAS
IBRX icon

Kestra Advisory Services’s ImmunityBio IBRX Stock Holding History

Kestra Advisory Services’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 		$969K Buy
110,630
+7,252
+7% +$54.9K ﹤0.01% 1852
2026
Q1 		$793K Buy
103,378
+13,540
+15% +$92.7K ﹤0.01% 1889
2025
Q4 		$178K Buy
89,838
+27,938
+45% +$63.3K ﹤0.01% 2994
2025
Q3 		$152K Buy
61,900
+21,180
+52% +$54.5K ﹤0.01% 2778
2025
Q2 		$108K Buy
40,720
+1,820
+5% +$4.89K ﹤0.01% 2732
2025
Q1 		$117K Buy
38,900
+1,880
+5% +$5.7K ﹤0.01% 2569
2024
Q4 		$94.8K Buy
37,020
+3,970
+12% +$16.5K ﹤0.01% 2576
2024
Q3 		$123K Sell
33,050
-970
-3% -$4.49K ﹤0.01% 2441
2024
Q2 		$215K Buy
34,020
+1,200
+4% +$7.91K ﹤0.01% 2360
2024
Q1 		$176K Buy
32,820
+6,020
+22% +$27.3K ﹤0.01% 2307
2023
Q4 		$135K Buy
26,800
+3,500
+15% +$11K ﹤0.01% 2168
2023
Q3 		$39.4K Sell
23,300
-3,400
-13% -$6.83K ﹤0.01% 2070
2023
Q2 		$74.2K Buy
+26,700
New +$75.5K ﹤0.01% 2023

Other funds holding IBRX

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
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
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Kestra Advisory Services's IBRX Position: Q2 2026 in Review

Kestra Advisory Services increased its ImmunityBio (IBRX) stake by 7% in Q2 2026, buying an estimated $54.9K and bringing the position to 110,630 shares worth $969K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Kestra Advisory Services first reported a position in IBRX in Q2 2023 and has held it in 13 quarters since. 117 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Kestra Advisory Services held 110,630 shares of ImmunityBio worth $969K as of Q2 2026.
  • Kestra Advisory Services bought 7,252 ImmunityBio shares in Q2 2026, an estimated $54.9K.
  • ImmunityBio made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1852 holding.
  • Kestra Advisory Services first reported a position in ImmunityBio in Q2 2023 and has held it in 13 quarters since.
  • 117 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.