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Rothschild Investment LLC’s Ibotta IBTA Stock Holding History

Rothschild Investment LLC’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 		$2.19K Buy
64
+38
+146% +$1.27K ﹤0.01% 2719
2026
Q1 		$779 Sell
26
-4
-13% -$94 ﹤0.01% 2973
2025
Q4 		$682 Buy
+30
New +$810 ﹤0.01% 2817
2025
Q3 		– Sell
-5
Closed -$183 – 3263
2025
Q2 		$183 Sell
5
-5
-50% -$234 ﹤0.01% 2940
2025
Q1 		$422 Hold
10
– – ﹤0.01% 2673
2024
Q4 		$651 Buy
+10
New +$694 ﹤0.01% 2434

Other funds holding IBTA

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SC
Saybrook Capital Winston Salem, North Carolina $400M AUM 23.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Rothschild Investment LLC's IBTA Position: Q2 2026 in Review

Rothschild Investment LLC increased its Ibotta (IBTA) stake by 146% in Q2 2026, buying an estimated $1.27K and bringing the position to 64 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

Rothschild Investment LLC first reported a position in IBTA in Q4 2024 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Rothschild Investment LLC held 64 shares of Ibotta worth $2.19K as of Q2 2026.
  • Rothschild Investment LLC bought 38 Ibotta shares in Q2 2026, an estimated $1.27K.
  • Ibotta made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2719 holding.
  • Rothschild Investment LLC first reported a position in Ibotta in Q4 2024 and has held it in 6 quarters since.
  • 47 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.