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Plancorp LLC’s ImmunityBio IBRX Stock Holding History

Plancorp LLC’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 		$3.09M Sell
396,354
-11,238
-3% -$85.1K 0.08% 110
2026
Q1 		$2.97M Buy
407,592
+136,138
+50% +$932K 0.08% 88
2025
Q4 		$537K Sell
271,454
-2
-0% -$5 0.02% 211
2025
Q3 		$668K Sell
271,456
-2
-0% -$5 0.02% 197
2025
Q2 		$717K Buy
+271,458
New +$730K 0.02% 182

Other funds holding IBRX

SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Plancorp LLC's IBRX Position: Q2 2026 in Review

Plancorp LLC reduced its ImmunityBio (IBRX) stake by 2.8% in Q2 2026, selling an estimated $85.1K and leaving 396,354 shares worth $3.09M. The position accounts for 0.08% of the portfolio, ranked #110.

Plancorp LLC first reported a position in IBRX in Q2 2025 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Plancorp LLC held 396,354 shares of ImmunityBio worth $3.09M as of Q2 2026.
  • Plancorp LLC sold 11,238 ImmunityBio shares in Q2 2026, an estimated $85.1K.
  • ImmunityBio made up 0.08% of Plancorp LLC's portfolio in Q2 2026, its #110 holding.
  • Plancorp LLC first reported a position in ImmunityBio in Q2 2025 and has held it in 5 quarters since.
  • 83 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.