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Amalgamated Bank’s Ibotta IBTA Stock Holding History

Amalgamated Bank’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
Q1 		– Sell
-439
Closed -$10K – 2850
2025
Q4 		$10K Sell
439
-102
-19% -$2.75K ﹤0.01% 2441
2025
Q3 		$15K Hold
541
– – ﹤0.01% 2281
2025
Q2 		$20K Hold
541
– – ﹤0.01% 2121
2025
Q1 		$23K Buy
541
+277
+105% +$16.2K ﹤0.01% 2017
2024
Q4 		$17K Hold
264
– – ﹤0.01% 2195
2024
Q3 		$16K Hold
264
– – ﹤0.01% 2239
2024
Q2 		$20K Buy
+264
New +$24.6K ﹤0.01% 2123

Other funds holding IBTA

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amalgamated Bank's IBTA Position: Q1 2026 in Review

Amalgamated Bank sold out of Ibotta (IBTA) in Q1 2026, closing a stake of 439 shares — an estimated $10K sold.

Amalgamated Bank first reported a position in IBTA in Q2 2024 and held it in 7 quarters. The position peaked at $23K in Q1 2025. 132 funds tracked by Wall St. Rank hold IBTA as of Q1 2026.

  • Amalgamated Bank reported no remaining Ibotta position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 439 Ibotta shares in Q1 2026, an estimated $10K.
  • Amalgamated Bank first reported a position in Ibotta in Q2 2024 and held it in 7 quarters.
  • Amalgamated Bank's Ibotta position peaked at $23K in Q1 2025.
  • 132 funds tracked by Wall St. Rank held Ibotta as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.