Truist Financial
ISBC

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

Truist Financial’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
Q3 		– Sell
-49,614
Closed -$707K – 2859
2021
Q2 		$707K Sell
49,614
-125
-0.3% -$1.85K ﹤0.01% 1841
2021
Q1 		$731K Sell
49,739
-14,717
-23% -$190K ﹤0.01% 1769
2020
Q4 		$681K Buy
+64,456
New +$589K ﹤0.01% 1706
2020
Q3 		– Sell
-50,318
Closed -$428K – 2617
2020
Q2 		$428K Sell
50,318
-574
-1% -$4.83K ﹤0.01% 1709
2020
Q1 		$407K Buy
+50,892
New +$547K ﹤0.01% 1674
2016
Q3 		– Sell
-10,541
Closed -$117K – 874
2016
Q2 		$117K Sell
10,541
-2,546
-19% -$29.5K ﹤0.01% 831
2016
Q1 		$153K Sell
13,087
-997
-7% -$11.5K ﹤0.01% 755
2015
Q4 		$175K Sell
14,084
-1,096
-7% -$13.8K ﹤0.01% 735
2015
Q3 		$187K Sell
15,180
-414
-3% -$5.03K ﹤0.01% 771
2015
Q2 		$192K Buy
15,594
+593
+4% +$7.17K 0.01% 763
2015
Q1 		$176K Sell
15,001
-1,274
-8% -$14.5K 0.01% 774
2014
Q4 		$182K Sell
16,275
-5,783
-26% -$61.4K 0.01% 768
2014
Q3 		$223K Sell
22,058
-2,804
-11% -$29.6K 0.01% 708
2014
Q2 		$275K Sell
24,862
-1,309
-5% -$14K 0.01% 664
2014
Q1 		$284K Sell
26,171
-1,269
-5% -$13K 0.01% 653
2013
Q4 		$275K Sell
27,440
-3,224
-11% -$29.9K 0.01% 652
2013
Q3 		$263K Sell
30,664
-3,977
-11% -$34.1K 0.01% 638
2013
Q2 		$287K Buy
+34,641
New +$268K 0.01% 613

Other funds holding ISBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Truist Financial's ISBC Position: Q3 2021 in Review

Truist Financial sold out of Investors Bancorp, Inc. (ISBC) in Q3 2021, closing a stake of 49,614 shares — an estimated $707K sold.

Truist Financial first reported a position in ISBC in Q2 2013 and held it in 18 quarters. The position peaked at $731K in Q1 2021. 261 funds tracked by Wall St. Rank hold ISBC as of Q3 2021.

  • Truist Financial reported no remaining Investors Bancorp, Inc. position as of Q3 2021 after selling out during the quarter.
  • Truist Financial sold 49,614 Investors Bancorp, Inc. shares in Q3 2021, an estimated $707K.
  • Truist Financial first reported a position in Investors Bancorp, Inc. in Q2 2013 and held it in 18 quarters.
  • Truist Financial's Investors Bancorp, Inc. position peaked at $731K in Q1 2021.
  • 261 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2021.

Based on Truist Financial's 13F filing for Q3 2021, filed 5 Nov 2021.