Larson Financial Group
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Larson Financial Group’s ImmunityBio IBRX Stock Holding History

Larson Financial Group’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 		$17.4K Buy
1,842
+796
+76% +$6.36K ﹤0.01% 2198
2026
Q2 		$9.16K Buy
1,046
+46
+5% +$348 ﹤0.01% 2462
2026
Q1 		$7.67K Buy
+1,000
New +$6.85K ﹤0.01% 2394

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

Larson Financial Group's IBRX Position: Q3 2026 in Review

Larson Financial Group increased its ImmunityBio (IBRX) stake by 76% in Q3 2026, buying an estimated $6.36K and bringing the position to 1,842 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

Larson Financial Group first reported a position in IBRX in Q1 2026 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • Larson Financial Group held 1,842 shares of ImmunityBio worth $17.4K as of Q3 2026.
  • Larson Financial Group bought 796 ImmunityBio shares in Q3 2026, an estimated $6.36K.
  • ImmunityBio made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2198 holding.
  • Larson Financial Group first reported a position in ImmunityBio in Q1 2026 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.