MFG Wealth Management
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MFG Wealth Management’s ImmunityBio IBRX Stock Holding History

MFG Wealth Management’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 		$1.66M Buy
175,497
+1,612
+0.9% +$12.9K 1.2% 42
2026
Q2 		$1.52M Sell
173,885
-1,465
-0.8% -$11.1K 1.09% 49
2026
Q1 		$1.34M Buy
+175,350
New +$1.2M 1.12% 48

Other funds holding IBRX

Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Meridian Investment Counsel
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

MFG Wealth Management's IBRX Position: Q3 2026 in Review

MFG Wealth Management increased its ImmunityBio (IBRX) stake by 0.93% in Q3 2026, buying an estimated $12.9K and bringing the position to 175,497 shares worth $1.66M. The position accounts for 1.2% of the portfolio, ranked #42.

MFG Wealth Management first reported a position in IBRX in Q1 2026 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • MFG Wealth Management held 175,497 shares of ImmunityBio worth $1.66M as of Q3 2026.
  • MFG Wealth Management bought 1,612 ImmunityBio shares in Q3 2026, an estimated $12.9K.
  • ImmunityBio made up 1.2% of MFG Wealth Management's portfolio in Q3 2026, its #42 holding.
  • MFG Wealth Management first reported a position in ImmunityBio in Q1 2026 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.