Sumitomo Mitsui Trust Group
IBTA icon

Sumitomo Mitsui Trust Group’s Ibotta IBTA Stock Holding History

Sumitomo Mitsui Trust 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
Q1 		– Sell
-389,463
Closed -$8.85M – 1101
2025
Q4 		$8.85M Sell
389,463
-891,756
-70% -$24.1M 0.01% 689
2025
Q3 		$35.7M Buy
1,281,219
+168,054
+15% +$5.27M 0.02% 560
2025
Q2 		$40.7M Buy
1,113,165
+69,407
+7% +$3.24M 0.03% 514
2025
Q1 		$44M Buy
1,043,758
+419,516
+67% +$24.6M 0.03% 481
2024
Q4 		$40.6M Buy
624,242
+323,997
+108% +$22.5M 0.03% 507
2024
Q3 		$18.5M Buy
300,245
+231,062
+334% +$14M 0.01% 655
2024
Q2 		$5.2M Buy
+69,183
New +$6.45M ﹤0.01% 753

Other funds holding IBTA

KI
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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

Sumitomo Mitsui Trust Group's IBTA Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group sold out of Ibotta (IBTA) in Q1 2026, closing a stake of 389,463 shares — an estimated $8.85M sold.

Sumitomo Mitsui Trust Group first reported a position in IBTA in Q2 2024 and held it in 7 quarters. The position peaked at $44M in Q1 2025. 132 funds tracked by Wall St. Rank hold IBTA as of Q1 2026.

  • Sumitomo Mitsui Trust Group reported no remaining Ibotta position as of Q1 2026 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 389,463 Ibotta shares in Q1 2026, an estimated $8.85M.
  • Sumitomo Mitsui Trust Group first reported a position in Ibotta in Q2 2024 and held it in 7 quarters.
  • Sumitomo Mitsui Trust Group's Ibotta position peaked at $44M in Q1 2025.
  • 132 funds tracked by Wall St. Rank held Ibotta as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.