Jones Financial Companies
ISBA

Jones Financial Companies’s Isabella Bank ISBA Stock Holding History

Jones Financial Companies’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 		$6.86K Hold
150
– – ﹤0.01% 3718
2025
Q4 		$7.5K Hold
150
– – ﹤0.01% 3347
2025
Q3 		$5.27K Buy
+150
New +$4.86K ﹤0.01% 3347

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

Jones Financial Companies's ISBA Position: Q1 2026 in Review

Jones Financial Companies held its Isabella Bank (ISBA) position steady in Q1 2026 at 150 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #3718.

Jones Financial Companies first reported a position in ISBA in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.5K in Q4 2025. 43 funds tracked by Wall St. Rank hold ISBA as of Q1 2026.

  • Jones Financial Companies held 150 shares of Isabella Bank worth $6.86K as of Q1 2026.
  • Jones Financial Companies left its Isabella Bank share count unchanged in Q1 2026.
  • Isabella Bank made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3718 holding.
  • Jones Financial Companies first reported a position in Isabella Bank in Q3 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Isabella Bank position peaked at $7.5K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Isabella Bank as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.