M&T Bank’s Ibotta IBTA Stock Holding History

M&T Bank’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
2025 Q1	–	Sell	-19,323	Closed	-$1.26M	–	1699
2024 Q4	$1.26M	Buy	19,323 +4,300	+29%	+$299K	﹤0.01%	821
2024 Q3	$925K	Buy	15,023 +9,259	+161%	+$560K	﹤0.01%	925
2024 Q2	$434K	Buy	+5,764	New	+$537K	﹤0.01%	1170

Other funds holding IBTA

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

NCM

Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

M&T Bank's IBTA Position: Q1 2025 in Review

M&T Bank sold out of Ibotta (IBTA) in Q1 2025, closing a stake of 19,323 shares — an estimated $1.26M sold.

M&T Bank first reported a position in IBTA in Q2 2024 and held it in 3 quarters. The position peaked at $1.26M in Q4 2024. 110 funds tracked by Wall St. Rank hold IBTA as of Q1 2025.

M&T Bank reported no remaining Ibotta position as of Q1 2025 after selling out during the quarter.
M&T Bank sold 19,323 Ibotta shares in Q1 2025, an estimated $1.26M.
M&T Bank first reported a position in Ibotta in Q2 2024 and held it in 3 quarters.
M&T Bank's Ibotta position peaked at $1.26M in Q4 2024.
110 funds tracked by Wall St. Rank held Ibotta as of Q1 2025.

Based on M&T Bank's 13F filing for Q1 2025, filed 30 Apr 2025.