Kingswood Wealth Advisors’s Sorrento Therapeutics, Inc. SRNE Stock Holding History

Kingswood Wealth Advisors’s Portfolio SRNE Stock Details SRNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-25,650	Closed	-$67	–	987
2025 Q4	$67	Buy	+25,650	New	+$67	﹤0.01%	867
2025 Q1	–	Sell	-65,650	Closed	-$32	–	842
2024 Q4	$32	Buy	+65,650	New	+$32	﹤0.01%	790

Other funds holding SRNE

VWA

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Kingswood Wealth Advisors's SRNE Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Sorrento Therapeutics, Inc. (SRNE) in Q1 2026, closing a stake of 25,650 shares — an estimated $67 sold.

Kingswood Wealth Advisors first reported a position in SRNE in Q4 2024 and held it in 2 quarters. The position peaked at $67 in Q4 2025. 4 funds tracked by Wall St. Rank hold SRNE as of Q1 2026.

Kingswood Wealth Advisors reported no remaining Sorrento Therapeutics, Inc. position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 25,650 Sorrento Therapeutics, Inc. shares in Q1 2026, an estimated $67.
Kingswood Wealth Advisors first reported a position in Sorrento Therapeutics, Inc. in Q4 2024 and held it in 2 quarters.
Kingswood Wealth Advisors's Sorrento Therapeutics, Inc. position peaked at $67 in Q4 2025.
4 funds tracked by Wall St. Rank held Sorrento Therapeutics, Inc. as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.