Root Financial Partners
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Root Financial Partners’s ImmunityBio IBRX Stock Holding History

Root Financial Partners’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 		$13.7K Buy
+1,454
New +$11.6K ﹤0.01% 1753
2026
Q2 		– Sell
-146
Closed -$1.12K – 1694
2026
Q1 		$1.12K Sell
146
-27
-16% -$185 ﹤0.01% 2568
2025
Q4 		$343 Buy
173
+87
+101% +$197 ﹤0.01% 2250
2025
Q3 		$212 Buy
+86
New +$221 ﹤0.01% 2207

Other funds holding IBRX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Root Financial Partners's IBRX Position: Q3 2026 in Review

Root Financial Partners opened a new position in ImmunityBio (IBRX) in Q3 2026: 1,454 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #1753 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IBRX as recently as Q1 2026.

Root Financial Partners first reported a position in IBRX in Q3 2025 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • Root Financial Partners held 1,454 shares of ImmunityBio worth $13.7K as of Q3 2026.
  • ImmunityBio was a new Root Financial Partners position in Q3 2026.
  • ImmunityBio made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1753 holding.
  • Root Financial Partners first reported a position in ImmunityBio in Q3 2025 and has held it in 4 quarters since.
  • 321 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.