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Silver Grove Financial Group’s Ibotta IBTA Stock Holding History

Silver Grove Financial Group’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 		$20.2K Buy
+590
New +$19.7K 0.01% 631

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

Silver Grove Financial Group's IBTA Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Ibotta (IBTA) in Q2 2026: 590 shares worth $20.2K. The stake represents 0.01% of the portfolio and ranks #631 among its holdings.

146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Silver Grove Financial Group held 590 shares of Ibotta worth $20.2K as of Q2 2026.
  • Ibotta was a new Silver Grove Financial Group position in Q2 2026.
  • Ibotta made up 0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #631 holding.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.