Key Financial Inc
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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
Q3 		$18.9K Hold
2,000
– – ﹤0.01% 720
2026
Q2 		$17.5K Hold
2,000
– – ﹤0.01% 751
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Key Financial Inc's IBRX Position: Q3 2026 in Review

Key Financial Inc held its ImmunityBio (IBRX) position steady in Q3 2026 at 2,000 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Key Financial Inc first reported a position in IBRX in Q2 2025 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • Key Financial Inc held 2,000 shares of ImmunityBio worth $18.9K as of Q3 2026.
  • Key Financial Inc left its ImmunityBio share count unchanged in Q3 2026.
  • ImmunityBio made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #720 holding.
  • Key Financial Inc first reported a position in ImmunityBio in Q2 2025 and has held it in 6 quarters since.
  • 192 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.