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Clearstead Advisors’s Ibotta IBTA Stock Holding History

Clearstead Advisors’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
Q2 		$103 Buy
+3
New +$100 ﹤0.01% 3352
2025
Q4 		– Sell
-57
Closed -$1.59K – 3307
2025
Q3 		$1.59K Buy
57
+13
+30% +$408 ﹤0.01% 2522
2025
Q2 		$1.61K Buy
+44
New +$2.06K ﹤0.01% 2367

Other funds holding IBTA

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NCM
Notable Capital Management Menlo Park, California $51.6M AUM 2.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clearstead Advisors's IBTA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Ibotta (IBTA) in Q2 2026: 3 shares worth $103. The stake represents ﹤0.01% of the portfolio and ranks #3352 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in IBTA as recently as Q3 2025.

Clearstead Advisors first reported a position in IBTA in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.61K in Q2 2025. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Clearstead Advisors held 3 shares of Ibotta worth $103 as of Q2 2026.
  • Ibotta was a new Clearstead Advisors position in Q2 2026.
  • Ibotta made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3352 holding.
  • Clearstead Advisors first reported a position in Ibotta in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Ibotta position peaked at $1.61K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.