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 Q3	$36.5K	Buy	927 +880	+1,872%	+$31.2K	﹤0.01%	3670
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

VCM

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

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

Farther Finance Advisors's IBTA Position: Q3 2026 in Review

Farther Finance Advisors increased its Ibotta (IBTA) stake by 1,872% in Q3 2026, buying an estimated $31.2K and bringing the position to 927 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3670.

Farther Finance Advisors first reported a position in IBTA in Q3 2025 and has held it in 5 quarters since. The position peaked at $54.6K in Q4 2025. 3 funds tracked by Wall St. Rank hold IBTA as of Q3 2026.

Farther Finance Advisors held 927 shares of Ibotta worth $36.5K as of Q3 2026.
Farther Finance Advisors bought 880 Ibotta shares in Q3 2026, an estimated $31.2K.
Ibotta made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3670 holding.
Farther Finance Advisors first reported a position in Ibotta in Q3 2025 and has held it in 5 quarters since.
Farther Finance Advisors's Ibotta position peaked at $54.6K in Q4 2025.
3 funds tracked by Wall St. Rank held Ibotta as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.