ISBA
Isabella Bank CorpMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q4 2025(8Q snapshot) | 2Q | $0.00 | — | — |
| Millennium Management | Q1 2026(8Q snapshot) | 1Q | $0.00 | — | — |
| Point72 Asset Management | Q1 2026(8Q snapshot) | 1Q | $0.00 | — | — |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at ISABELLA BANK CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 3, 2026 — the most recent Form 4 on file — not from today.
- Form 40000842517-26-000128Jun 3, 2026
- Form 40000842517-26-000126Jun 3, 2026
- Form 40000842517-26-000125Jun 3, 2026
- Form 40000842517-26-000124Jun 3, 2026
- Form 40000842517-26-000122Jun 3, 2026
- Form 40000842517-26-000121Jun 3, 2026
- Form 40000842517-26-000120Jun 3, 2026
- Form 40000842517-26-000119Jun 3, 2026
- Form 40000842517-26-000118Jun 3, 2026
- Form 40000842517-26-000105May 20, 2026
- Form 40000842517-26-000090Apr 17, 2026
- Form 40000842517-26-000073Mar 18, 2026
- Form 40000842517-26-000067Mar 4, 2026
- Form 40000842517-26-000065Mar 4, 2026
- Form 40000842517-26-000063Mar 4, 2026
Fundamentals
XBRL · Isabella Bank CorpAnnual figures sourced directly from Isabella Bank Corp's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for ISABELLA BANK CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 12, 2026
- 8-KMaterial eventMay 28, 2026
- 8-KMaterial eventMay 7, 2026
- 10-QQuarterly reportMay 6, 2026
- 8-KMaterial eventApr 23, 2026
- S-3Registration (shelf)Apr 16, 2026
- 8-KMaterial eventMar 25, 2026
- DEF 14AProxy statementMar 23, 2026
- 10-KAnnual reportMar 13, 2026
- 8-KMaterial eventFeb 26, 2026
- 8-KMaterial eventFeb 5, 2026
- 8-KMaterial eventJan 5, 2026
- 8-KMaterial eventNov 20, 2025
- 10-QQuarterly reportNov 10, 2025
- 8-KMaterial eventOct 27, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Millennium Management | Q1 2026 | open | $0.00 | — | +0% |
| Point72 Asset Management | Q1 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q4 2025 | open | $0.00 | — | +0% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.