Focus Partners Wealth’s Ibotta IBTA Stock Holding History

Focus Partners Wealth’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	$341K	Buy	9,983 +754	+8%	+$25.2K	﹤0.01%	2189
2026 Q1	$277K	Buy	+9,229	New	+$216K	﹤0.01%	2243

Other funds holding IBTA

Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Focus Partners Wealth's IBTA Position: Q2 2026 in Review

Focus Partners Wealth increased its Ibotta (IBTA) stake by 8.2% in Q2 2026, buying an estimated $25.2K and bringing the position to 9,983 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Focus Partners Wealth first reported a position in IBTA in Q1 2026 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

Focus Partners Wealth held 9,983 shares of Ibotta worth $341K as of Q2 2026.
Focus Partners Wealth bought 754 Ibotta shares in Q2 2026, an estimated $25.2K.
Ibotta made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2189 holding.
Focus Partners Wealth first reported a position in Ibotta in Q1 2026 and has held it in 2 quarters since.
146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.