Raymond James Financial
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Raymond James Financial’s Ibotta IBTA Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-28,159
Closed -$1.03M – 6879
2025
Q2 		$1.03M Sell
28,159
-4,500
-14% -$210K ﹤0.01% 3566
2025
Q1 		$1.38M Sell
32,659
-204
-0.6% -$11.9K ﹤0.01% 3260
2024
Q4 		$2.14M Buy
+32,863
New +$2.28M ﹤0.01% 2920

Other funds holding IBTA

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial's IBTA Position: Q3 2025 in Review

Raymond James Financial sold out of Ibotta (IBTA) in Q3 2025, closing a stake of 28,159 shares — an estimated $1.03M sold.

Raymond James Financial first reported a position in IBTA in Q4 2024 and held it in 3 quarters. The position peaked at $2.14M in Q4 2024. 120 funds tracked by Wall St. Rank hold IBTA as of Q3 2025.

  • Raymond James Financial reported no remaining Ibotta position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 28,159 Ibotta shares in Q3 2025, an estimated $1.03M.
  • Raymond James Financial first reported a position in Ibotta in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's Ibotta position peaked at $2.14M in Q4 2024.
  • 120 funds tracked by Wall St. Rank held Ibotta as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.