Clark Wealth Partners’s Ibotta IBTA Stock Holding History

Clark Wealth Partners’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	$867	Buy	+22	New	+$781	﹤0.01%	919

Other funds holding IBTA

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Clark Wealth Partners's IBTA Position: Q3 2026 in Review

Clark Wealth Partners opened a new position in Ibotta (IBTA) in Q3 2026: 22 shares worth $867. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings.

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

Clark Wealth Partners held 22 shares of Ibotta worth $867 as of Q3 2026.
Ibotta was a new Clark Wealth Partners position in Q3 2026.
Ibotta made up ﹤0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #919 holding.
17 funds tracked by Wall St. Rank held Ibotta as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.