Stephens Consulting’s Ibotta IBTA Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-10	Closed	-$422	–	2050
2025 Q1	$422	Buy	+10	New	+$585	﹤0.01%	986

Other funds holding IBTA

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Stephens Consulting's IBTA Position: Q2 2025 in Review

Stephens Consulting sold out of Ibotta (IBTA) in Q2 2025, closing a stake of 10 shares — an estimated $422 sold.

Stephens Consulting first reported a position in IBTA in Q1 2025 and held it in 1 quarter. The position peaked at $422 in Q1 2025. 129 funds tracked by Wall St. Rank hold IBTA as of Q2 2025.

Stephens Consulting reported no remaining Ibotta position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 10 Ibotta shares in Q2 2025, an estimated $422.
Stephens Consulting first reported a position in Ibotta in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Ibotta position peaked at $422 in Q1 2025.
129 funds tracked by Wall St. Rank held Ibotta as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.