First Trust Advisors
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First Trust Advisors’s Isabella Bank ISBA Stock Holding History

First Trust 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
Q3 		$1.25M Buy
+33,474
New +$1.32M ﹤0.01% 2178

Other funds holding ISBA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $109B AUM 29.28% 1-Year Est. Return

First Trust Advisors's ISBA Position: Q3 2026 in Review

First Trust Advisors opened a new position in Isabella Bank (ISBA) in Q3 2026: 33,474 shares worth $1.25M. The stake represents ﹤0.01% of the portfolio and ranks #2178 among its holdings.

45 funds tracked by Wall St. Rank hold ISBA as of Q3 2026.

  • First Trust Advisors held 33,474 shares of Isabella Bank worth $1.25M as of Q3 2026.
  • Isabella Bank was a new First Trust Advisors position in Q3 2026.
  • Isabella Bank made up ﹤0.01% of First Trust Advisors's portfolio in Q3 2026, its #2178 holding.
  • 45 funds tracked by Wall St. Rank held Isabella Bank as of Q3 2026.

Based on First Trust Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.