Plancorp LLC
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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
Q3 		$3.2M Sell
386,040
-10,314
-3% -$82.4K 0.07% 116
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vestor Capital
Vestor Capital Chicago, Illinois $1.59B AUM 24.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 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

Plancorp LLC's IBRX Position: Q3 2026 in Review

Plancorp LLC reduced its ImmunityBio (IBRX) stake by 2.6% in Q3 2026, selling an estimated $82.4K and leaving 386,040 shares worth $3.2M. The position accounts for 0.07% of the portfolio, ranked #116.

Plancorp LLC first reported a position in IBRX in Q2 2025 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • Plancorp LLC held 386,040 shares of ImmunityBio worth $3.2M as of Q3 2026.
  • Plancorp LLC sold 10,314 ImmunityBio shares in Q3 2026, an estimated $82.4K.
  • ImmunityBio made up 0.07% of Plancorp LLC's portfolio in Q3 2026, its #116 holding.
  • Plancorp LLC first reported a position in ImmunityBio in Q2 2025 and has held it in 6 quarters since.
  • 147 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.