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

Merit 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 		$485K Buy
51,377
+3,461
+7% +$27.7K ﹤0.01% 1595
2026
Q2 		$420K Buy
47,916
+3,351
+8% +$25.4K ﹤0.01% 1603
2026
Q1 		$342K Buy
44,565
+257
+0.6% +$1.76K ﹤0.01% 1583
2025
Q4 		$87.7K Sell
44,308
-710
-2% -$1.61K ﹤0.01% 1903
2025
Q3 		$111K Sell
45,018
-4,157
-8% -$10.7K ﹤0.01% 1730
2025
Q2 		$130K Buy
49,175
+4,931
+11% +$13.3K ﹤0.01% 1613
2025
Q1 		$133K Buy
44,244
+435
+1% +$1.32K ﹤0.01% 1341
2024
Q4 		$112K Buy
43,809
+9
+0% +$37 ﹤0.01% 1126
2024
Q3 		$163K Sell
43,800
-19
-0% -$88 ﹤0.01% 799
2024
Q2 		$277K Buy
43,819
+7
+0% +$46 0.01% 753
2024
Q1 		$401K Buy
43,812
+12
+0% +$54 0.01% 611
2023
Q4 		$220K Hold
43,800
– – 0.01% 701
2023
Q3 		$74K Buy
43,800
+20,000
+84% +$40.2K ﹤0.01% 727
2023
Q2 		$66.2K Hold
23,800
– – ﹤0.01% 728
2023
Q1 		$43.3K Buy
+23,800
New +$74K ﹤0.01% 616

Other funds holding IBRX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

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

Merit Financial Group increased its ImmunityBio (IBRX) stake by 7.2% in Q3 2026, buying an estimated $27.7K and bringing the position to 51,377 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Merit Financial Group first reported a position in IBRX in Q1 2023 and has held it in 15 quarters since. 231 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • Merit Financial Group held 51,377 shares of ImmunityBio worth $485K as of Q3 2026.
  • Merit Financial Group bought 3,461 ImmunityBio shares in Q3 2026, an estimated $27.7K.
  • ImmunityBio made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1595 holding.
  • Merit Financial Group first reported a position in ImmunityBio in Q1 2023 and has held it in 15 quarters since.
  • 231 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.