Planning Strategies Inc.’s ImmunityBio IBRX Stock Holding History

Planning Strategies Inc.’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	$876	Buy	+100	New	+$757	﹤0.01%	766

Other funds holding IBRX

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Planning Strategies Inc.'s IBRX Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in ImmunityBio (IBRX) in Q2 2026: 100 shares worth $876. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings.

121 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

Planning Strategies Inc. held 100 shares of ImmunityBio worth $876 as of Q2 2026.
ImmunityBio was a new Planning Strategies Inc. position in Q2 2026.
ImmunityBio made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #766 holding.
121 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.