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Symphony Financial’s Iovance Biotherapeutics IOVA Stock Holding History

Symphony Financial’s Portfolio IOVA Stock Details IOVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.1K Sell
10,011
-6
-0.1% -$23 ﹤0.01% 370
2026
Q1 		$34K Buy
+10,017
New +$32K ﹤0.01% 315

Other funds holding IOVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MFM
MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Symphony Financial's IOVA Position: Q2 2026 in Review

Symphony Financial reduced its Iovance Biotherapeutics (IOVA) stake by 0.06% in Q2 2026, selling an estimated $23 and leaving 10,011 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Symphony Financial first reported a position in IOVA in Q1 2026 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

  • Symphony Financial held 10,011 shares of Iovance Biotherapeutics worth $42.1K as of Q2 2026.
  • Symphony Financial sold 6 Iovance Biotherapeutics shares in Q2 2026, an estimated $23.
  • Iovance Biotherapeutics made up ﹤0.01% of Symphony Financial's portfolio in Q2 2026, its #370 holding.
  • Symphony Financial first reported a position in Iovance Biotherapeutics in Q1 2026 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.