Bank of America
IBTA icon

Bank of America’s Ibotta IBTA Stock Holding History

Bank of America’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 		$6.87M Sell
201,088
-38,079
-16% -$1.27M ﹤0.01% 3315
2026
Q1 		$7.17M Buy
239,167
+36,223
+18% +$847K ﹤0.01% 3199
2025
Q4 		$4.61M Buy
202,944
+146,800
+261% +$3.96M ﹤0.01% 3457
2025
Q3 		$1.56M Buy
56,144
+4,594
+9% +$144K ﹤0.01% 5011
2025
Q2 		$1.89M Buy
51,550
+40,525
+368% +$1.89M ﹤0.01% 4824
2025
Q1 		$465K Sell
11,025
-9,483
-46% -$555K ﹤0.01% 5690
2024
Q4 		$1.33M Sell
20,508
-30,893
-60% -$2.15M ﹤0.01% 4788
2024
Q3 		$3.17M Buy
51,401
+45,560
+780% +$2.76M ﹤0.01% 4164
2024
Q2 		$439K Buy
+5,841
New +$544K ﹤0.01% 5425

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

Bank of America's IBTA Position: Q2 2026 in Review

Bank of America reduced its Ibotta (IBTA) stake by 16% in Q2 2026, selling an estimated $1.27M and leaving 201,088 shares worth $6.87M. The position accounts for ﹤0.01% of the portfolio, ranked #3315.

Bank of America first reported a position in IBTA in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.17M in Q1 2026. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Bank of America held 201,088 shares of Ibotta worth $6.87M as of Q2 2026.
  • Bank of America sold 38,079 Ibotta shares in Q2 2026, an estimated $1.27M.
  • Ibotta made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #3315 holding.
  • Bank of America first reported a position in Ibotta in Q2 2024 and has held it in 9 quarters since.
  • Bank of America's Ibotta position peaked at $7.17M in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.