UMB Bank’s Ibotta IBTA Stock Holding History

UMB Bank’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	$7.14K	Hold	209	–	–	﹤0.01%	2020
2026 Q1	$6.26K	Buy	209 +100	+92%	+$2.34K	﹤0.01%	1990
2025 Q4	$2.48K	Buy	+109	New	+$2.94K	﹤0.01%	2153

Other funds holding IBTA

Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UMB Bank's IBTA Position: Q2 2026 in Review

UMB Bank held its Ibotta (IBTA) position steady in Q2 2026 at 209 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

UMB Bank first reported a position in IBTA in Q4 2025 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

UMB Bank held 209 shares of Ibotta worth $7.14K as of Q2 2026.
UMB Bank left its Ibotta share count unchanged in Q2 2026.
Ibotta made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2020 holding.
UMB Bank first reported a position in Ibotta in Q4 2025 and has held it in 3 quarters since.
147 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.