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Golden State Wealth Management’s Ibotta IBTA Stock Holding History

Golden State Wealth Management’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 		$1.74K Hold
51
– – ﹤0.01% 1405
2026
Q1 		$1.53K Hold
51
– – ﹤0.01% 1387
2025
Q4 		$1.16K Hold
51
– – ﹤0.01% 1490
2025
Q3 		$1.42K Buy
+51
New +$1.6K ﹤0.01% 1454

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

Golden State Wealth Management's IBTA Position: Q2 2026 in Review

Golden State Wealth Management held its Ibotta (IBTA) position steady in Q2 2026 at 51 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Golden State Wealth Management first reported a position in IBTA in Q3 2025 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Golden State Wealth Management held 51 shares of Ibotta worth $1.74K as of Q2 2026.
  • Golden State Wealth Management left its Ibotta share count unchanged in Q2 2026.
  • Ibotta made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1405 holding.
  • Golden State Wealth Management first reported a position in Ibotta in Q3 2025 and has held it in 4 quarters since.
  • 147 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.