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Larson Financial Group’s Ibotta IBTA Stock Holding History

Larson Financial Group’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 		$98.1K Sell
2,872
-116
-4% -$3.87K ﹤0.01% 1201
2026
Q1 		$89.5K Buy
2,988
+2,816
+1,637% +$65.9K ﹤0.01% 1043
2025
Q4 		$3.91K Buy
172
+168
+4,200% +$4.53K ﹤0.01% 2555
2025
Q3 		$111 Sell
4
-4
-50% -$125 ﹤0.01% 3319
2025
Q2 		$293 Sell
8
-37
-82% -$1.73K ﹤0.01% 2985
2025
Q1 		$1.9K Buy
+45
New +$2.63K ﹤0.01% 2181

Other funds holding IBTA

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Larson Financial Group's IBTA Position: Q2 2026 in Review

Larson Financial Group reduced its Ibotta (IBTA) stake by 3.9% in Q2 2026, selling an estimated $3.87K and leaving 2,872 shares worth $98.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Larson Financial Group first reported a position in IBTA in Q1 2025 and has held it in 6 quarters since. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Larson Financial Group held 2,872 shares of Ibotta worth $98.1K as of Q2 2026.
  • Larson Financial Group sold 116 Ibotta shares in Q2 2026, an estimated $3.87K.
  • Ibotta made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1201 holding.
  • Larson Financial Group first reported a position in Ibotta in Q1 2025 and has held it in 6 quarters since.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.