Sowell Financial Services’s ImmunityBio IBRX Stock Holding History

Sowell Financial Services’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	$145K	Buy	16,576 +4	+0%	+$30	﹤0.01%	1118
2026 Q1	$127K	Sell	16,572 -87,119	-84%	-$596K	﹤0.01%	1089
2025 Q4	$205K	Buy	103,691 +6	+0%	+$14	0.01%	1022
2025 Q3	$255K	Buy	+103,685	New	+$267K	0.01%	882
2021 Q2	–	Sell	-695	Closed	-$11K	–	1523
2021 Q1	$11K	Hold	695	–	–	﹤0.01%	2276
2020 Q4	$9K	Sell	695 -400	-37%	-$3.85K	﹤0.01%	2060
2020 Q3	$8K	Buy	1,095 +1,085	+10,850%	+$10.8K	﹤0.01%	1867
2020 Q2	$0	Sell	10 -500	-98%	-$2.82K	﹤0.01%	2553
2020 Q1	$1K	Buy	510 +500	+5,000%	+$2.5K	﹤0.01%	2254
2019 Q4	$0	Hold	10	–	–	﹤0.01%	2584
2019 Q3	$0	Buy	+10	New	+$12	﹤0.01%	2416
2017 Q1	–	Sell	-10	Closed	–	–	402
2016 Q4	$0	Buy	+10	New	+$67	﹤0.01%	645

Other funds holding IBRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's IBRX Position: Q2 2026 in Review

Sowell Financial Services increased its ImmunityBio (IBRX) stake by 0.02% in Q2 2026, buying an estimated $30 and bringing the position to 16,576 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Sowell Financial Services first reported a position in IBRX in Q4 2016 and has held it in 12 quarters since. The position peaked at $255K in Q3 2025. 405 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

Sowell Financial Services held 16,576 shares of ImmunityBio worth $145K as of Q2 2026.
Sowell Financial Services bought 4 ImmunityBio shares in Q2 2026, an estimated $30.
ImmunityBio made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1118 holding.
Sowell Financial Services first reported a position in ImmunityBio in Q4 2016 and has held it in 12 quarters since.
Sowell Financial Services's ImmunityBio position peaked at $255K in Q3 2025.
405 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.