Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Ibotta IBTA Stock Holding History

Northwestern Mutual 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 		– Sell
-150
Closed -$3.41K – 4508
2025
Q4 		$3.41K Hold
150
– – ﹤0.01% 3337
2025
Q3 		$4.18K Hold
150
– – ﹤0.01% 3200
2025
Q2 		$5.49K Hold
150
– – ﹤0.01% 2983
2025
Q1 		$6.33K Buy
+150
New +$8.78K ﹤0.01% 2889

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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

Northwestern Mutual Wealth Management's IBTA Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Ibotta (IBTA) in Q1 2026, closing a stake of 150 shares — an estimated $3.41K sold.

Northwestern Mutual Wealth Management first reported a position in IBTA in Q1 2025 and held it in 4 quarters. The position peaked at $6.33K in Q1 2025. 132 funds tracked by Wall St. Rank hold IBTA as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Ibotta position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 150 Ibotta shares in Q1 2026, an estimated $3.41K.
  • Northwestern Mutual Wealth Management first reported a position in Ibotta in Q1 2025 and held it in 4 quarters.
  • Northwestern Mutual Wealth Management's Ibotta position peaked at $6.33K in Q1 2025.
  • 132 funds tracked by Wall St. Rank held Ibotta as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.