Position in ISBA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,234,049
-$117,001 QoQ
Shares Held
27,021
0.0% QoQ
Ownership
0.369%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ISBA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026HARBOUR INVESTMENTS, INC. holds $16,738,784 across 112 Banks - Regional names. ISBA ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
51,857 | $2,697,082 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
11,567 | $2,406,977 | |
| 3 | ASB |
Associated Banc-Corp
|
92,942 | $2,403,480 | |
| 4 | ISBA |
Isabella Bank Corp
This page
|
27,021 | $1,234,049 | |
| 5 | FITB |
Fifth Third Bancorp
|
23,823 | $1,106,816 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
64,475 | $1,009,033 | |
| 7 | TFC |
Truist Financial Corp
|
16,474 | $757,309 | |
| 8 | NIC |
Nicolet Bankshares Inc
|
4,419 | $656,751 |
All Filings in ISBA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,234,049 | 27,021 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,351,050 | 27,021 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $952,490 | 27,021 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||