EWA
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EverSource Wealth Advisors’s Ibotta IBTA Stock Holding History

EverSource Wealth 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 		$9.84K Buy
288
+46
+19% +$1.53K ﹤0.01% 2921
2026
Q1 		$7.25K Buy
242
+239
+7,967% +$5.59K ﹤0.01% 3084
2025
Q4 		$68 Sell
3
-80
-96% -$2.16K ﹤0.01% 4148
2025
Q3 		$2.31K Buy
83
+69
+493% +$2.16K ﹤0.01% 3470
2025
Q2 		$512 Buy
14
+1
+8% +$47 ﹤0.01% 3891
2025
Q1 		$549 Buy
13
+10
+333% +$585 ﹤0.01% 3424
2024
Q4 		$195 Buy
+3
New +$208 ﹤0.01% 3437

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

EverSource Wealth Advisors's IBTA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Ibotta (IBTA) stake by 19% in Q2 2026, buying an estimated $1.53K and bringing the position to 288 shares worth $9.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

EverSource Wealth Advisors first reported a position in IBTA in Q4 2024 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • EverSource Wealth Advisors held 288 shares of Ibotta worth $9.84K as of Q2 2026.
  • EverSource Wealth Advisors bought 46 Ibotta shares in Q2 2026, an estimated $1.53K.
  • Ibotta made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2921 holding.
  • EverSource Wealth Advisors first reported a position in Ibotta in Q4 2024 and has held it in 7 quarters since.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.