Rockefeller Capital Management’s Ibotta IBTA Stock Holding History

Rockefeller Capital 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 Q2	$11K	Hold	322	–	–	﹤0.01%	3981
2026 Q1	$9.65K	Buy	+322	New	+$7.53K	﹤0.01%	4004

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

Rockefeller Capital Management's IBTA Position: Q2 2026 in Review

Rockefeller Capital Management held its Ibotta (IBTA) position steady in Q2 2026 at 322 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #3981.

Rockefeller Capital Management first reported a position in IBTA in Q1 2026 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

Rockefeller Capital Management held 322 shares of Ibotta worth $11K as of Q2 2026.
Rockefeller Capital Management left its Ibotta share count unchanged in Q2 2026.
Ibotta made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3981 holding.
Rockefeller Capital Management first reported a position in Ibotta in Q1 2026 and has held it in 2 quarters since.
146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.