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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
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 $922M AUM 16.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Golden State Wealth Management's IBTA Position: Q1 2026 in Review

Golden State Wealth Management held its Ibotta (IBTA) position steady in Q1 2026 at 51 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Golden State Wealth Management first reported a position in IBTA in Q3 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold IBTA as of Q1 2026.

  • Golden State Wealth Management held 51 shares of Ibotta worth $1.53K as of Q1 2026.
  • Golden State Wealth Management left its Ibotta share count unchanged in Q1 2026.
  • Ibotta made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1387 holding.
  • Golden State Wealth Management first reported a position in Ibotta in Q3 2025 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Ibotta as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.