Ameriprise
IBTA icon

Ameriprise’s Ibotta IBTA Stock Holding History

Ameriprise’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 		$356K Sell
10,434
-5,207
-33% -$174K ﹤0.01% 3770
2026
Q1 		$469K Sell
15,641
-178,411
-92% -$4.17M ﹤0.01% 3609
2025
Q4 		$4.41M Buy
194,052
+3,440
+2% +$92.8K ﹤0.01% 2528
2025
Q3 		$5.31M Sell
190,612
-131,955
-41% -$4.14M ﹤0.01% 2408
2025
Q2 		$11.8M Buy
322,567
+5,514
+2% +$258K ﹤0.01% 1692
2025
Q1 		$13.4M Buy
317,053
+132,407
+72% +$7.75M ﹤0.01% 1560
2024
Q4 		$12M Buy
184,646
+3,070
+2% +$213K ﹤0.01% 1663
2024
Q3 		$11.2M Buy
+181,576
New +$11M ﹤0.01% 1689

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

Ameriprise's IBTA Position: Q2 2026 in Review

Ameriprise reduced its Ibotta (IBTA) stake by 33% in Q2 2026, selling an estimated $174K and leaving 10,434 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #3770.

Ameriprise first reported a position in IBTA in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.4M in Q1 2025. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Ameriprise held 10,434 shares of Ibotta worth $356K as of Q2 2026.
  • Ameriprise sold 5,207 Ibotta shares in Q2 2026, an estimated $174K.
  • Ibotta made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3770 holding.
  • Ameriprise first reported a position in Ibotta in Q3 2024 and has held it in 8 quarters since.
  • Ameriprise's Ibotta position peaked at $13.4M in Q1 2025.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.