FourThought Financial Partners’s Ibotta IBTA Stock Holding History

FourThought Financial Partners’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 Q1	–	Sell	-23,134	Closed	-$526K	–	552
2025 Q4	$526K	Buy	+23,134	New	+$624K	0.04%	204

Other funds holding IBTA

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D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

NCM

Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FourThought Financial Partners's IBTA Position: Q1 2026 in Review

FourThought Financial Partners sold out of Ibotta (IBTA) in Q1 2026, closing a stake of 23,134 shares — an estimated $526K sold.

FourThought Financial Partners first reported a position in IBTA in Q4 2025 and held it in 1 quarter. The position peaked at $526K in Q4 2025. 132 funds tracked by Wall St. Rank hold IBTA as of Q1 2026.

FourThought Financial Partners reported no remaining Ibotta position as of Q1 2026 after selling out during the quarter.
FourThought Financial Partners sold 23,134 Ibotta shares in Q1 2026, an estimated $526K.
FourThought Financial Partners first reported a position in Ibotta in Q4 2025 and held it in 1 quarter.
FourThought Financial Partners's Ibotta position peaked at $526K in Q4 2025.
132 funds tracked by Wall St. Rank held Ibotta as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.