Jones Financial Companies
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Jones Financial Companies’s Ibotta IBTA Stock Holding History

Jones Financial Companies’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 		$1.6K Buy
+47
New +$1.57K ﹤0.01% 4493
2026
Q1 		– Sell
-61
Closed -$1.39K – 4937
2025
Q4 		$1.39K Hold
61
– – ﹤0.01% 3935
2025
Q3 		$1.66K Hold
61
– – ﹤0.01% 3752
2025
Q2 		$2.25K Buy
61
+21
+53% +$981 ﹤0.01% 3430
2025
Q1 		$1.71K Buy
+40
New +$2.34K ﹤0.01% 3280

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

Jones Financial Companies's IBTA Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Ibotta (IBTA) in Q2 2026: 47 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #4493 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in IBTA as recently as Q4 2025.

Jones Financial Companies first reported a position in IBTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.25K in Q2 2025. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Jones Financial Companies held 47 shares of Ibotta worth $1.6K as of Q2 2026.
  • Ibotta was a new Jones Financial Companies position in Q2 2026.
  • Ibotta made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4493 holding.
  • Jones Financial Companies first reported a position in Ibotta in Q1 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Ibotta position peaked at $2.25K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.