Norden Group
IBTA icon

Norden Group’s Ibotta IBTA Stock Holding History

Norden 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
Q3 		$299K Buy
7,597
+60
+0.8% +$2.13K 0.02% 515
2026
Q2 		$257K Sell
7,537
-193
-2% -$6.44K 0.02% 579
2026
Q1 		$232K Buy
+7,730
New +$181K 0.02% 542

Other funds holding IBTA

SC
Saybrook Capital Winston Salem, North Carolina $403M AUM 14.82% 1-Year Est. Return
Sierra Summit Advisors
Sierra Summit Advisors Incline Village, Nevada $852M AUM 73.11% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Abound Wealth Management
Abound Wealth Management Franklin, Tennessee $537M AUM 14.21% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Norden Group's IBTA Position: Q3 2026 in Review

Norden Group increased its Ibotta (IBTA) stake by 0.8% in Q3 2026, buying an estimated $2.13K and bringing the position to 7,597 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #515.

Norden Group first reported a position in IBTA in Q1 2026 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold IBTA as of Q3 2026.

  • Norden Group held 7,597 shares of Ibotta worth $299K as of Q3 2026.
  • Norden Group bought 60 Ibotta shares in Q3 2026, an estimated $2.13K.
  • Ibotta made up 0.02% of Norden Group's portfolio in Q3 2026, its #515 holding.
  • Norden Group first reported a position in Ibotta in Q1 2026 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Ibotta as of Q3 2026.

Based on Norden Group's 13F filing for Q3 2026, filed 20 Oct 2026.