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Sequoia Financial Advisors’s ImmunityBio IBRX Stock Holding History

Sequoia Financial Advisors’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 		$2.63K Buy
+300
New +$2.27K ﹤0.01% 2163
2025
Q4 		– Sell
-1,600
Closed -$383 – 1957
2025
Q3 		$383 Sell
1,600
-158,400
-99% -$408K ﹤0.01% 1741
2025
Q2 		$896 Buy
+160,000
New +$430K ﹤0.01% 1584

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Sequoia Financial Advisors's IBRX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its ImmunityBio (IBRX) stake by 3.4% in Q2 2026, buying an estimated $6.93K and bringing the position to 27,658 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

Sequoia Financial Advisors first reported a position in IBRX in Q1 2025 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Sequoia Financial Advisors held 27,658 shares of ImmunityBio worth $242K as of Q2 2026.
  • Sequoia Financial Advisors bought 915 ImmunityBio shares in Q2 2026, an estimated $6.93K.
  • ImmunityBio made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1841 holding.
  • Sequoia Financial Advisors first reported a position in ImmunityBio in Q1 2025 and has held it in 6 quarters since.
  • 55 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.