Bragg Financial Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Bragg Financial Advisors’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	-273,724	Closed	-$4.09M	–	321
2022 Q1	$4.09M	Buy	273,724 +5,644	+2%	+$92.4K	0.24%	128
2021 Q4	$4.05M	Hold	268,080	–	–	0.26%	117
2021 Q3	$4.05M	Buy	268,080 +3,595	+1%	+$50.1K	0.26%	117
2021 Q2	$3.77M	Buy	264,485 +3,695	+1%	+$54.6K	0.24%	120
2021 Q1	$3.83M	Buy	+260,790	New	+$3.37M	0.26%	119

Other funds holding ISBC

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

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

Bragg Financial Advisors's ISBC Position: Q2 2022 in Review

Bragg Financial Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 273,724 shares — an estimated $4.09M sold.

Bragg Financial Advisors first reported a position in ISBC in Q1 2021 and held it in 5 quarters. The position peaked at $4.09M in Q1 2022. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

Bragg Financial Advisors reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
Bragg Financial Advisors sold 273,724 Investors Bancorp, Inc. shares in Q2 2022, an estimated $4.09M.
Bragg Financial Advisors first reported a position in Investors Bancorp, Inc. in Q1 2021 and held it in 5 quarters.
Bragg Financial Advisors's Investors Bancorp, Inc. position peaked at $4.09M in Q1 2022.
3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Bragg Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.