FFA
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Fairfield Financial Advisors’s Ibotta IBTA Stock Holding History

Fairfield Financial 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
2025
Q1 		– Sell
-85
Closed -$5.53K – 218
2024
Q4 		$5.53K Hold
85
– – ﹤0.01% 224
2024
Q3 		$5.24K Hold
85
– – ﹤0.01% 246
2024
Q2 		$6.39K Buy
+85
New +$7.92K ﹤0.01% 232

Other funds holding IBTA

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NCM
Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fairfield Financial Advisors's IBTA Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Ibotta (IBTA) in Q1 2025, closing a stake of 85 shares — an estimated $5.53K sold.

Fairfield Financial Advisors first reported a position in IBTA in Q2 2024 and held it in 3 quarters. The position peaked at $6.39K in Q2 2024. 110 funds tracked by Wall St. Rank hold IBTA as of Q1 2025.

  • Fairfield Financial Advisors reported no remaining Ibotta position as of Q1 2025 after selling out during the quarter.
  • Fairfield Financial Advisors sold 85 Ibotta shares in Q1 2025, an estimated $5.53K.
  • Fairfield Financial Advisors first reported a position in Ibotta in Q2 2024 and held it in 3 quarters.
  • Fairfield Financial Advisors's Ibotta position peaked at $6.39K in Q2 2024.
  • 110 funds tracked by Wall St. Rank held Ibotta as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.