LPL Financial’s Isabella Bank ISBA Stock Holding History

LPL Financial’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	–	Sell	-10,551	Closed	-$528K	–	6198
2025 Q4	$528K	Buy	+10,551	New	+$446K	﹤0.01%	4656

Other funds holding ISBA

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

LPL Financial's ISBA Position: Q1 2026 in Review

LPL Financial sold out of Isabella Bank (ISBA) in Q1 2026, closing a stake of 10,551 shares — an estimated $528K sold.

LPL Financial first reported a position in ISBA in Q4 2025 and held it in 1 quarter. The position peaked at $528K in Q4 2025. 43 funds tracked by Wall St. Rank hold ISBA as of Q1 2026.

LPL Financial reported no remaining Isabella Bank position as of Q1 2026 after selling out during the quarter.
LPL Financial sold 10,551 Isabella Bank shares in Q1 2026, an estimated $528K.
LPL Financial first reported a position in Isabella Bank in Q4 2025 and held it in 1 quarter.
LPL Financial's Isabella Bank position peaked at $528K in Q4 2025.
43 funds tracked by Wall St. Rank held Isabella Bank as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.