CMBA
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C.M. Bidwell & Associates’s Ibotta IBTA Stock Holding History

C.M. Bidwell & Associates’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 		$4.24K Buy
+124
New +$4.14K ﹤0.01% 363

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

C.M. Bidwell & Associates's IBTA Position: Q2 2026 in Review

C.M. Bidwell & Associates opened a new position in Ibotta (IBTA) in Q2 2026: 124 shares worth $4.24K. The stake represents ﹤0.01% of the portfolio and ranks #363 among its holdings.

146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • C.M. Bidwell & Associates held 124 shares of Ibotta worth $4.24K as of Q2 2026.
  • Ibotta was a new C.M. Bidwell & Associates position in Q2 2026.
  • Ibotta made up ﹤0.01% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #363 holding.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.