Blue Trust Inc’s Ibotta IBTA Stock Holding History

Blue Trust Inc’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	$11.5K	Hold	336	–	–	﹤0.01%	1828
2026 Q1	$10.1K	Hold	336	–	–	﹤0.01%	1841
2025 Q4	$7.64K	Buy	+336	New	+$9.07K	﹤0.01%	1927

Other funds holding IBTA

Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blue Trust Inc's IBTA Position: Q2 2026 in Review

Blue Trust Inc held its Ibotta (IBTA) position steady in Q2 2026 at 336 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Blue Trust Inc first reported a position in IBTA in Q4 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

Blue Trust Inc held 336 shares of Ibotta worth $11.5K as of Q2 2026.
Blue Trust Inc left its Ibotta share count unchanged in Q2 2026.
Ibotta made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1828 holding.
Blue Trust Inc first reported a position in Ibotta in Q4 2025 and has held it in 3 quarters since.
146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.