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Isabella Bk shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Isabella Bk (ISBA) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Isabella Bk

Tip: Access up to 7 years of quarterly data

All positions including Isabella Bk held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Isabella Bk by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 350 35.25
2025-06-30 $11k 350 30.15

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Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Isabella Bk

Vanguard Group
BlackRock
Geode Capital Management
Harbour Investments
Citadel Advisors
Northern Trust
FourThought Financial Partners
State Street Corporation
Susquehanna International
Integrated Wealth Concepts
Morgan Stanley
Union Bankshares
Huntington National Bank
Wells Fargo & Company
MAI Wealth Advisors

View all funds holding Isabella Bk