Baron Financial Group’s Investors Bancorp, Inc. ISBC Stock Holding History

Baron Financial Group’s Portfolio ISBC Stock Details ISBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,060	Closed	-$45.7K	–	219
2022 Q1	$45.7K	Hold	3,060	–	–	0.03%	93
2021 Q4	$46.4K	Hold	3,060	–	–	0.03%	94
2021 Q3	$46.2K	Hold	3,060	–	–	0.03%	94
2021 Q2	$43.6K	Hold	3,060	–	–	0.03%	98
2021 Q1	$45K	Hold	3,060	–	–	0.03%	96
2020 Q4	$32.3K	Hold	3,060	–	–	0.03%	109
2020 Q3	$22.2K	Buy	+3,060	New	+$24.4K	0.02%	129

Other funds holding ISBC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Baron Financial Group's ISBC Position: Q2 2022 in Review

Baron Financial Group sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 3,060 shares — an estimated $45.7K sold.

Baron Financial Group first reported a position in ISBC in Q3 2020 and held it in 7 quarters. The position peaked at $46.4K in Q4 2021. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

Baron Financial Group reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
Baron Financial Group sold 3,060 Investors Bancorp, Inc. shares in Q2 2022, an estimated $45.7K.
Baron Financial Group first reported a position in Investors Bancorp, Inc. in Q3 2020 and held it in 7 quarters.
Baron Financial Group's Investors Bancorp, Inc. position peaked at $46.4K in Q4 2021.
3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Baron Financial Group's 13F filing for Q2 2022, filed 11 Aug 2022.