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Legacy Financial Advisors’s ImmunityBio IBRX Stock Holding History

Legacy Financial Advisors’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 		$711K Buy
81,230
+580
+0.7% +$4.39K 0.09% 177
2026
Q1 		$619K Buy
80,650
+4,000
+5% +$27.4K 0.09% 193
2025
Q4 		$152K Buy
76,650
+31,400
+69% +$71.1K 0.02% 387
2025
Q3 		$111K Buy
+45,250
New +$117K 0.02% 413

Other funds holding IBRX

SAM
SEB Asset Management Stockholm $26.6B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AH
Allen Holding New York $1.01B AUM 14.43% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
LCGC
Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 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

Legacy Financial Advisors's IBRX Position: Q2 2026 in Review

Legacy Financial Advisors increased its ImmunityBio (IBRX) stake by 0.72% in Q2 2026, buying an estimated $4.39K and bringing the position to 81,230 shares worth $711K. The position accounts for 0.09% of the portfolio, ranked #177.

Legacy Financial Advisors first reported a position in IBRX in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Legacy Financial Advisors held 81,230 shares of ImmunityBio worth $711K as of Q2 2026.
  • Legacy Financial Advisors bought 580 ImmunityBio shares in Q2 2026, an estimated $4.39K.
  • ImmunityBio made up 0.09% of Legacy Financial Advisors's portfolio in Q2 2026, its #177 holding.
  • Legacy Financial Advisors first reported a position in ImmunityBio in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.