Key Financial Inc’s ImmunityBio IBRX Stock Holding History

Key Financial Inc’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 Q1	$15.3K	Hold	2,000	–	–	﹤0.01%	779
2025 Q4	$3.96K	Hold	2,000	–	–	﹤0.01%	1077
2025 Q3	$4.96K	Hold	2,000	–	–	﹤0.01%	1043
2025 Q2	$5.28K	Buy	+2,000	New	+$5.38K	﹤0.01%	1018

Other funds holding IBRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Key Financial Inc's IBRX Position: Q1 2026 in Review

Key Financial Inc held its ImmunityBio (IBRX) position steady in Q1 2026 at 2,000 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Key Financial Inc first reported a position in IBRX in Q2 2025 and has held it in 4 quarters since. 386 funds tracked by Wall St. Rank hold IBRX as of Q1 2026.

Key Financial Inc held 2,000 shares of ImmunityBio worth $15.3K as of Q1 2026.
Key Financial Inc left its ImmunityBio share count unchanged in Q1 2026.
ImmunityBio made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #779 holding.
Key Financial Inc first reported a position in ImmunityBio in Q2 2025 and has held it in 4 quarters since.
386 funds tracked by Wall St. Rank held ImmunityBio as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.