Wells Fargo
IBTA icon

Wells Fargo’s Ibotta IBTA Stock Holding History

Wells Fargo’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 		$389K Buy
11,391
+4,601
+68% +$154K ﹤0.01% 4795
2026
Q1 		$203K Sell
6,790
-11,248
-62% -$263K ﹤0.01% 4694
2025
Q4 		$410K Buy
18,038
+6,695
+59% +$181K ﹤0.01% 4627
2025
Q3 		$316K Buy
11,343
+2,297
+25% +$72K ﹤0.01% 4646
2025
Q2 		$331K Sell
9,046
-6,525
-42% -$305K ﹤0.01% 4433
2025
Q1 		$657K Buy
15,571
+6,711
+76% +$393K ﹤0.01% 3903
2024
Q4 		$577K Buy
8,860
+4,672
+112% +$324K ﹤0.01% 4074
2024
Q3 		$258K Buy
4,188
+259
+7% +$15.7K ﹤0.01% 4406
2024
Q2 		$295K Buy
+3,929
New +$366K ﹤0.01% 4251

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

Wells Fargo's IBTA Position: Q2 2026 in Review

Wells Fargo increased its Ibotta (IBTA) stake by 68% in Q2 2026, buying an estimated $154K and bringing the position to 11,391 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #4795.

Wells Fargo first reported a position in IBTA in Q2 2024 and has held it in 9 quarters since. The position peaked at $657K in Q1 2025. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Wells Fargo held 11,391 shares of Ibotta worth $389K as of Q2 2026.
  • Wells Fargo bought 4,601 Ibotta shares in Q2 2026, an estimated $154K.
  • Ibotta made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4795 holding.
  • Wells Fargo first reported a position in Ibotta in Q2 2024 and has held it in 9 quarters since.
  • Wells Fargo's Ibotta position peaked at $657K in Q1 2025.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.