MCM
ISBA

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
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

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

MAI Capital Management's ISBA Position: Q1 2026 in Review

MAI Capital Management held its Isabella Bank (ISBA) position steady in Q1 2026 at 350 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #2912.

MAI Capital Management first reported a position in ISBA in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.5K in Q4 2025. 43 funds tracked by Wall St. Rank hold ISBA as of Q1 2026.

  • MAI Capital Management held 350 shares of Isabella Bank worth $16K as of Q1 2026.
  • MAI Capital Management left its Isabella Bank share count unchanged in Q1 2026.
  • Isabella Bank made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2912 holding.
  • MAI Capital Management first reported a position in Isabella Bank in Q2 2025 and has held it in 4 quarters since.
  • MAI Capital Management's Isabella Bank position peaked at $17.5K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Isabella Bank as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.