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United Capital Financial Advisors’s Ibotta IBTA Stock Holding History

United Capital Financial 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
Q2 		$1.53M Sell
44,706
-67
-0.1% -$2.24K 0.01% 649
2026
Q1 		$1.34M Buy
44,773
+225
+0.5% +$5.26K 0.01% 660
2025
Q4 		$1.01M Hold
44,548
– – 0.01% 732
2025
Q3 		$1.24M Buy
+44,548
New +$1.4M 0.01% 584

Other funds holding IBTA

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NCM
Notable Capital Management Menlo Park, California $51.6M AUM 2.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

United Capital Financial Advisors's IBTA Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Ibotta (IBTA) stake by 0.15% in Q2 2026, selling an estimated $2.24K and leaving 44,706 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #649.

United Capital Financial Advisors first reported a position in IBTA in Q3 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • United Capital Financial Advisors held 44,706 shares of Ibotta worth $1.53M as of Q2 2026.
  • United Capital Financial Advisors sold 67 Ibotta shares in Q2 2026, an estimated $2.24K.
  • Ibotta made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #649 holding.
  • United Capital Financial Advisors first reported a position in Ibotta in Q3 2025 and has held it in 4 quarters since.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.