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SBI Securities’s Ibotta IBTA Stock Holding History

SBI 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
Q2 		$4.24K Hold
124
– – ﹤0.01% 2256
2026
Q1 		$3.72K Buy
124
+8
+7% +$187 ﹤0.01% 2151
2025
Q4 		$2.64K Hold
116
– – ﹤0.01% 2291
2025
Q3 		$3.23K Buy
116
+105
+955% +$3.29K ﹤0.01% 2232
2025
Q2 		$403 Sell
11
-3
-21% -$140 ﹤0.01% 3052
2025
Q1 		$591 Sell
14
-11
-44% -$644 ﹤0.01% 2801
2024
Q4 		$1.63K Buy
+25
New +$1.74K ﹤0.01% 2382

Other funds holding IBTA

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
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

SBI Securities's IBTA Position: Q2 2026 in Review

SBI Securities held its Ibotta (IBTA) position steady in Q2 2026 at 124 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

SBI Securities first reported a position in IBTA in Q4 2024 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • SBI Securities held 124 shares of Ibotta worth $4.24K as of Q2 2026.
  • SBI Securities left its Ibotta share count unchanged in Q2 2026.
  • Ibotta made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2256 holding.
  • SBI Securities first reported a position in Ibotta in Q4 2024 and has held it in 7 quarters since.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.