LRI Investments’s Ibotta IBTA Stock Holding History

LRI Investments’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	$854	Hold	25	–	–	﹤0.01%	1410
2026 Q1	$749	Buy	+25	New	+$585	﹤0.01%	1341

Other funds holding IBTA

Saybrook Capital Winston Salem, North Carolina $400M AUM 23.41% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

LRI Investments's IBTA Position: Q2 2026 in Review

LRI Investments held its Ibotta (IBTA) position steady in Q2 2026 at 25 shares worth $854. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

LRI Investments first reported a position in IBTA in Q1 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

LRI Investments held 25 shares of Ibotta worth $854 as of Q2 2026.
LRI Investments left its Ibotta share count unchanged in Q2 2026.
Ibotta made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1410 holding.
LRI Investments first reported a position in Ibotta in Q1 2026 and has held it in 2 quarters since.
25 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.