Sierra Summit Advisors
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Sierra Summit Advisors’s Ibotta IBTA Stock Holding History

Sierra Summit 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
Q3 		$1.66M Buy
+42,088
New +$1.49M 0.19% 75

Other funds holding IBTA

SC
Saybrook Capital Winston Salem, North Carolina $403M AUM 14.82% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 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

Sierra Summit Advisors's IBTA Position: Q3 2026 in Review

Sierra Summit Advisors opened a new position in Ibotta (IBTA) in Q3 2026: 42,088 shares worth $1.66M. The stake represents 0.19% of the portfolio and ranks #75 among its holdings.

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

  • Sierra Summit Advisors held 42,088 shares of Ibotta worth $1.66M as of Q3 2026.
  • Ibotta was a new Sierra Summit Advisors position in Q3 2026.
  • Ibotta made up 0.19% of Sierra Summit Advisors's portfolio in Q3 2026, its #75 holding.
  • 23 funds tracked by Wall St. Rank held Ibotta as of Q3 2026.

Based on Sierra Summit Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.