IFP Advisors’s Ibotta IBTA Stock Holding History

IFP 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	$171	Hold	5	–	–	﹤0.01%	4878
2026 Q1	$150	Buy	5 +1	+25%	+$23	﹤0.01%	4667
2025 Q4	$91	Buy	4 +1	+33%	+$27	﹤0.01%	4609
2025 Q3	$84	Buy	+3	New	+$94	﹤0.01%	4572
2025 Q2	–	Sell	-1	Closed	-$42	–	5034
2025 Q1	$42	Hold	1	–	–	﹤0.01%	4053
2024 Q4	$65	Buy	+1	New	+$69	﹤0.01%	4179

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

IFP Advisors's IBTA Position: Q2 2026 in Review

IFP Advisors held its Ibotta (IBTA) position steady in Q2 2026 at 5 shares worth $171. The position accounts for ﹤0.01% of the portfolio, ranked #4878.

IFP Advisors first reported a position in IBTA in Q4 2024 and has held it in 6 quarters since. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

IFP Advisors held 5 shares of Ibotta worth $171 as of Q2 2026.
IFP Advisors left its Ibotta share count unchanged in Q2 2026.
Ibotta made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4878 holding.
IFP Advisors first reported a position in Ibotta in Q4 2024 and has held it in 6 quarters since.
146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.