Advisory Services Network’s Ibotta IBTA Stock Holding History

Advisory Services Network’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
2025 Q4	–	Sell	-9,925	Closed	-$276K	–	4355
2025 Q3	$276K	Sell	9,925 -734	-7%	-$23K	﹤0.01%	1514
2025 Q2	$387K	Sell	10,659 -740	-6%	-$34.6K	0.01%	1280
2025 Q1	$481K	Buy	+11,399	New	+$667K	0.01%	1076

Other funds holding IBTA

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

NCM

Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Advisory Services Network's IBTA Position: Q4 2025 in Review

Advisory Services Network sold out of Ibotta (IBTA) in Q4 2025, closing a stake of 9,925 shares — an estimated $276K sold.

Advisory Services Network first reported a position in IBTA in Q1 2025 and held it in 3 quarters. The position peaked at $481K in Q1 2025. 121 funds tracked by Wall St. Rank hold IBTA as of Q4 2025.

Advisory Services Network reported no remaining Ibotta position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 9,925 Ibotta shares in Q4 2025, an estimated $276K.
Advisory Services Network first reported a position in Ibotta in Q1 2025 and held it in 3 quarters.
Advisory Services Network's Ibotta position peaked at $481K in Q1 2025.
121 funds tracked by Wall St. Rank held Ibotta as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.