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 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 $922M AUM 16.65% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NBC Securities's IBTA Position: Q1 2026 in Review

NBC Securities held its Ibotta (IBTA) position steady in Q1 2026 at 10 shares worth $299. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

NBC Securities 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.

NBC Securities held 10 shares of Ibotta worth $299 as of Q1 2026.
NBC Securities left its Ibotta share count unchanged in Q1 2026.
Ibotta made up ﹤0.01% of NBC Securities's portfolio in Q1 2026, its #2493 holding.
NBC Securities 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 NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.