CA
ISBA

Clearstead Advisors’s Isabella Bank ISBA Stock Holding History

Clearstead Advisors’s Portfolio ISBA Stock Details ISBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.1K Hold
281
– – ﹤0.01% 1947
2026
Q1 		$12.8K Hold
281
– – ﹤0.01% 1536
2025
Q4 		$14.1K Hold
281
– – ﹤0.01% 1809
2025
Q3 		$9.91K Hold
281
– – ﹤0.01% 1934
2025
Q2 		$8.47K Buy
+281
New +$8.5K ﹤0.01% 1937

Other funds holding ISBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clearstead Advisors's ISBA Position: Q2 2026 in Review

Clearstead Advisors held its Isabella Bank (ISBA) position steady in Q2 2026 at 281 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Clearstead Advisors first reported a position in ISBA in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.1K in Q4 2025. 18 funds tracked by Wall St. Rank hold ISBA as of Q2 2026.

  • Clearstead Advisors held 281 shares of Isabella Bank worth $11.1K as of Q2 2026.
  • Clearstead Advisors left its Isabella Bank share count unchanged in Q2 2026.
  • Isabella Bank made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1947 holding.
  • Clearstead Advisors first reported a position in Isabella Bank in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Isabella Bank position peaked at $14.1K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Isabella Bank as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.