FFP
ISBA

FourThought Financial Partners’s Isabella Bank ISBA Stock Holding History

FourThought Financial Partners’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
Q1 		$292K Sell
6,392
-1,000
-14% -$48.5K 0.03% 269
2025
Q4 		$370K Hold
7,392
– – 0.03% 262
2025
Q3 		$261K Sell
7,392
-800
-10% -$25.9K 0.02% 396
2025
Q2 		$247K Buy
+8,192
New +$248K 0.02% 261

Other funds holding ISBA

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

FourThought Financial Partners's ISBA Position: Q1 2026 in Review

FourThought Financial Partners reduced its Isabella Bank (ISBA) stake by 14% in Q1 2026, selling an estimated $48.5K and leaving 6,392 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #269.

FourThought Financial Partners first reported a position in ISBA in Q2 2025 and has held it in 4 quarters since. The position peaked at $370K in Q4 2025. 43 funds tracked by Wall St. Rank hold ISBA as of Q1 2026.

  • FourThought Financial Partners held 6,392 shares of Isabella Bank worth $292K as of Q1 2026.
  • FourThought Financial Partners sold 1,000 Isabella Bank shares in Q1 2026, an estimated $48.5K.
  • Isabella Bank made up 0.03% of FourThought Financial Partners's portfolio in Q1 2026, its #269 holding.
  • FourThought Financial Partners first reported a position in Isabella Bank in Q2 2025 and has held it in 4 quarters since.
  • FourThought Financial Partners's Isabella Bank position peaked at $370K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Isabella Bank as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.