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Sunbelt Securities’s Ibotta IBTA Stock Holding History

Sunbelt 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
Q1 		$120 Buy
+4
New +$94 ﹤0.01% 2614

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

Sunbelt Securities's IBTA Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Ibotta (IBTA) in Q1 2026: 4 shares worth $120. The stake represents ﹤0.01% of the portfolio and ranks #2614 among its holdings.

132 funds tracked by Wall St. Rank hold IBTA as of Q1 2026.

  • Sunbelt Securities held 4 shares of Ibotta worth $120 as of Q1 2026.
  • Ibotta was a new Sunbelt Securities position in Q1 2026.
  • Ibotta made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2614 holding.
  • 132 funds tracked by Wall St. Rank held Ibotta as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.