Morgan Stanley
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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
Q2 		$121K Sell
3,067
-6,115
-67% -$262K ﹤0.01% 6175
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $2.22T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley's ISBA Position: Q2 2026 in Review

Morgan Stanley reduced its Isabella Bank (ISBA) stake by 67% in Q2 2026, selling an estimated $262K and leaving 3,067 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #6175.

Morgan Stanley first reported a position in ISBA in Q2 2025 and has held it in 5 quarters since. The position peaked at $420K in Q4 2025. 59 funds tracked by Wall St. Rank hold ISBA as of Q2 2026.

  • Morgan Stanley held 3,067 shares of Isabella Bank worth $121K as of Q2 2026.
  • Morgan Stanley sold 6,115 Isabella Bank shares in Q2 2026, an estimated $262K.
  • Isabella Bank made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6175 holding.
  • Morgan Stanley first reported a position in Isabella Bank in Q2 2025 and has held it in 5 quarters since.
  • Morgan Stanley's Isabella Bank position peaked at $420K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Isabella Bank as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.