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Allworth Financial’s Ibotta IBTA Stock Holding History

Allworth Financial’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 		$7.07K Buy
207
+17
+9% +$567 ﹤0.01% 3940
2026
Q1 		$5.7K Buy
190
+152
+400% +$3.56K ﹤0.01% 3882
2025
Q4 		$864 Buy
38
+32
+533% +$864 ﹤0.01% 4400
2025
Q3 		$168 Sell
6
-78
-93% -$2.44K ﹤0.01% 4623
2025
Q2 		$3.08K Sell
84
-10
-11% -$467 ﹤0.01% 3522
2025
Q1 		$4.56K Buy
+94
New +$5.5K ﹤0.01% 2814

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

Allworth Financial's IBTA Position: Q2 2026 in Review

Allworth Financial increased its Ibotta (IBTA) stake by 8.9% in Q2 2026, buying an estimated $567 and bringing the position to 207 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #3940.

Allworth Financial first reported a position in IBTA in Q1 2025 and has held it in 6 quarters since. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Allworth Financial held 207 shares of Ibotta worth $7.07K as of Q2 2026.
  • Allworth Financial bought 17 Ibotta shares in Q2 2026, an estimated $567.
  • Ibotta made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3940 holding.
  • Allworth Financial first reported a position in Ibotta in Q1 2025 and has held it in 6 quarters since.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.