Marshall Wace’s Isabella Bank ISBA Stock Holding History

Marshall Wace’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	$2.45M	Buy	53,678 +29,960	+126%	+$1.45M	﹤0.01%	1666
2025 Q4	$1.19M	Buy	+23,718	New	+$1M	﹤0.01%	1846

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 $5.72T AUM 30.48% 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

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 $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Wace's ISBA Position: Q1 2026 in Review

Marshall Wace increased its Isabella Bank (ISBA) stake by 126% in Q1 2026, buying an estimated $1.45M and bringing the position to 53,678 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Marshall Wace first reported a position in ISBA in Q4 2025 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold ISBA as of Q1 2026.

Marshall Wace held 53,678 shares of Isabella Bank worth $2.45M as of Q1 2026.
Marshall Wace bought 29,960 Isabella Bank shares in Q1 2026, an estimated $1.45M.
Isabella Bank made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1666 holding.
Marshall Wace first reported a position in Isabella Bank in Q4 2025 and has held it in 2 quarters since.
43 funds tracked by Wall St. Rank held Isabella Bank as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.