Farther Finance Advisors’s Ibotta IBTA Stock Holding History

Farther Finance 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	$1.61K	Buy	47 +12	+34%	+$400	﹤0.01%	5233
2026 Q1	$1.08K	Sell	35 -2,366	-99%	-$55.3K	﹤0.01%	5091
2025 Q4	$54.6K	Buy	2,401 +2,396	+47,920%	+$64.7K	﹤0.01%	2757
2025 Q3	$139	Buy	+5	New	+$157	﹤0.01%	4793

Other funds holding IBTA

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Farther Finance Advisors's IBTA Position: Q2 2026 in Review

Farther Finance Advisors increased its Ibotta (IBTA) stake by 34% in Q2 2026, buying an estimated $400 and bringing the position to 47 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #5233.

Farther Finance Advisors first reported a position in IBTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $54.6K in Q4 2025. 7 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

Farther Finance Advisors held 47 shares of Ibotta worth $1.61K as of Q2 2026.
Farther Finance Advisors bought 12 Ibotta shares in Q2 2026, an estimated $400.
Ibotta made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5233 holding.
Farther Finance Advisors first reported a position in Ibotta in Q3 2025 and has held it in 4 quarters since.
Farther Finance Advisors's Ibotta position peaked at $54.6K in Q4 2025.
7 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.