ORG Wealth Partners
IBTA icon

ORG Wealth Partners’s Ibotta IBTA Stock Holding History

ORG Wealth 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
Q3 		$157 Buy
+4
New +$142 ﹤0.01% 2393

Other funds holding IBTA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ORG Wealth Partners's IBTA Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Ibotta (IBTA) in Q3 2026: 4 shares worth $157. The stake represents ﹤0.01% of the portfolio and ranks #2393 among its holdings.

105 funds tracked by Wall St. Rank hold IBTA as of Q3 2026.

  • ORG Wealth Partners held 4 shares of Ibotta worth $157 as of Q3 2026.
  • Ibotta was a new ORG Wealth Partners position in Q3 2026.
  • Ibotta made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2393 holding.
  • 105 funds tracked by Wall St. Rank held Ibotta as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.