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

Next 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
2021 Q4	$53K	Hold	3,496	–	–	﹤0.01%	1453
2021 Q3	$53K	Hold	3,496	–	–	﹤0.01%	1391
2021 Q2	$50K	Hold	3,496	–	–	﹤0.01%	1387
2021 Q1	$51K	Hold	3,496	–	–	﹤0.01%	1274
2020 Q4	$37K	Hold	3,496	–	–	﹤0.01%	1307
2020 Q3	$25K	Buy	+3,496	New	+$27.8K	﹤0.01%	1344
2020 Q2	–	Sell	-3,496	Closed	-$28K	–	2063
2020 Q1	$28K	Hold	3,496	–	–	﹤0.01%	1166
2019 Q4	$42K	Hold	3,496	–	–	﹤0.01%	1260
2019 Q3	$40K	Hold	3,496	–	–	﹤0.01%	1212
2019 Q2	$39K	Buy	+3,496	New	+$39.6K	﹤0.01%	1247
2019 Q1	–	Sell	-3,496	Closed	-$36K	–	2217
2018 Q4	$36K	Buy	+3,496	New	+$40.4K	0.01%	907
2017 Q1	–	Sell	-3,496	Closed	-$49K	–	2386
2016 Q4	$49K	Hold	3,496	–	–	0.01%	981
2016 Q3	$42K	Buy	+3,496	New	+$40.6K	0.01%	1033
2014 Q4	–	Sell	-3,496	Closed	-$35K	–	2445
2014 Q3	$35K	Hold	3,496	–	–	0.01%	1138
2014 Q2	$36K	Buy	+3,496	New	+$37.3K	0.02%	432

Other funds holding ISBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's ISBC Position: Q4 2021 in Review

Next Financial Group held its Investors Bancorp, Inc. (ISBC) position steady in Q4 2021 at 3,496 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Next Financial Group first reported a position in ISBC in Q2 2014 and has held it in 15 quarters since. 265 funds tracked by Wall St. Rank hold ISBC as of Q4 2021.

Next Financial Group held 3,496 shares of Investors Bancorp, Inc. worth $53K as of Q4 2021.
Next Financial Group left its Investors Bancorp, Inc. share count unchanged in Q4 2021.
Investors Bancorp, Inc. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1453 holding.
Next Financial Group first reported a position in Investors Bancorp, Inc. in Q2 2014 and has held it in 15 quarters since.
265 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.