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Superior Planning, LLC’s Ibotta IBTA Stock Holding History

Superior Planning, LLC’s Portfolio IBTA Stock Details IBTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.97K Buy
+50
New +$1.78K ﹤0.01% 1564

Other funds holding IBTA

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Notable Capital Management
Notable Capital Management Menlo Park, California $49.5M AUM 24.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Superior Planning, LLC's IBTA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Ibotta (IBTA) in Q3 2026: 50 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #1564 among its holdings.

85 funds tracked by Wall St. Rank hold IBTA as of Q3 2026.

  • Superior Planning, LLC held 50 shares of Ibotta worth $1.97K as of Q3 2026.
  • Ibotta was a new Superior Planning, LLC position in Q3 2026.
  • Ibotta made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1564 holding.
  • 85 funds tracked by Wall St. Rank held Ibotta as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.