MAI Capital Management
ISBA icon

MAI Capital Management’s Isabella Bank ISBA Stock Holding History

MAI Capital Management’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 		– Sell
-350
Closed -$16K – 5008
2026
Q1 		$16K Hold
350
– – ﹤0.01% 2912
2025
Q4 		$17.5K Hold
350
– – ﹤0.01% 2591
2025
Q3 		$12.3K Hold
350
– – ﹤0.01% 2655
2025
Q2 		$10.6K Buy
+350
New +$10.6K ﹤0.01% 2695

Other funds holding ISBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MAI Capital Management's ISBA Position: Q2 2026 in Review

MAI Capital Management sold out of Isabella Bank (ISBA) in Q2 2026, closing a stake of 350 shares — an estimated $16K sold.

MAI Capital Management first reported a position in ISBA in Q2 2025 and held it in 4 quarters. The position peaked at $17.5K in Q4 2025. 59 funds tracked by Wall St. Rank hold ISBA as of Q2 2026.

  • MAI Capital Management reported no remaining Isabella Bank position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 350 Isabella Bank shares in Q2 2026, an estimated $16K.
  • MAI Capital Management first reported a position in Isabella Bank in Q2 2025 and held it in 4 quarters.
  • MAI Capital Management's Isabella Bank position peaked at $17.5K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Isabella Bank as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.