NBC Securities’s Ibotta IBTA Stock Holding History

NBC Securities’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	$341	Hold	10	–	–	﹤0.01%	2378
2026 Q1	$299	Hold	10	–	–	﹤0.01%	2493
2025 Q4	$227	Hold	10	–	–	﹤0.01%	2706
2025 Q3	$278	Buy	+10	New	+$313	﹤0.01%	2691

Other funds holding IBTA

Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NBC Securities's IBTA Position: Q2 2026 in Review

NBC Securities held its Ibotta (IBTA) position steady in Q2 2026 at 10 shares worth $341. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

NBC Securities 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.

NBC Securities held 10 shares of Ibotta worth $341 as of Q2 2026.
NBC Securities left its Ibotta share count unchanged in Q2 2026.
Ibotta made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #2378 holding.
NBC Securities 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 NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.