Root Financial Partners
ISBA icon

Root Financial Partners’s Isabella Bank ISBA Stock Holding History

Root Financial Partners’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
Q3 		$262 Buy
+7
New +$276 ﹤0.01% 3441

Other funds holding ISBA

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners's ISBA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Isabella Bank (ISBA) in Q3 2026: 7 shares worth $262. The stake represents ﹤0.01% of the portfolio and ranks #3441 among its holdings.

2 funds tracked by Wall St. Rank hold ISBA as of Q3 2026.

  • Root Financial Partners held 7 shares of Isabella Bank worth $262 as of Q3 2026.
  • Isabella Bank was a new Root Financial Partners position in Q3 2026.
  • Isabella Bank made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3441 holding.
  • 2 funds tracked by Wall St. Rank held Isabella Bank as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.