Morgan Stanley
ISBA

Morgan Stanley’s Isabella Bank ISBA Stock Holding History

Morgan Stanley’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 		$419K Buy
9,182
+783
+9% +$38K ﹤0.01% 5565
2025
Q4 		$420K Buy
8,399
+5,294
+170% +$224K ﹤0.01% 5593
2025
Q3 		$109K Hold
3,105
– – ﹤0.01% 6114
2025
Q2 		$93.6K Buy
+3,105
New +$93.9K ﹤0.01% 6158

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

Morgan Stanley's ISBA Position: Q1 2026 in Review

Morgan Stanley increased its Isabella Bank (ISBA) stake by 9.3% in Q1 2026, buying an estimated $38K and bringing the position to 9,182 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #5565.

Morgan Stanley first reported a position in ISBA in Q2 2025 and has held it in 4 quarters since. The position peaked at $420K in Q4 2025. 43 funds tracked by Wall St. Rank hold ISBA as of Q1 2026.

  • Morgan Stanley held 9,182 shares of Isabella Bank worth $419K as of Q1 2026.
  • Morgan Stanley bought 783 Isabella Bank shares in Q1 2026, an estimated $38K.
  • Isabella Bank made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5565 holding.
  • Morgan Stanley first reported a position in Isabella Bank in Q2 2025 and has held it in 4 quarters since.
  • Morgan Stanley's Isabella Bank position peaked at $420K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Isabella Bank as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.