1 North Wealth Services’s Investar Holding Corp ISTR Stock Holding History

1 North Wealth Services’s Portfolio ISTR Stock Details ISTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.75K	Hold	125	–	–	﹤0.01%	253
2026 Q1	$3.41K	Hold	125	–	–	﹤0.01%	223
2025 Q4	$3.34K	Hold	125	–	–	﹤0.01%	228
2025 Q3	$2.9K	Hold	125	–	–	﹤0.01%	215
2025 Q2	$2.42K	Hold	125	–	–	﹤0.01%	225
2025 Q1	$2.2K	Buy	+125	New	+$2.34K	﹤0.01%	228

Other funds holding ISTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

1 North Wealth Services's ISTR Position: Q2 2026 in Review

1 North Wealth Services held its Investar Holding Corp (ISTR) position steady in Q2 2026 at 125 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

1 North Wealth Services first reported a position in ISTR in Q1 2025 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

1 North Wealth Services held 125 shares of Investar Holding Corp worth $3.75K as of Q2 2026.
1 North Wealth Services left its Investar Holding Corp share count unchanged in Q2 2026.
Investar Holding Corp made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #253 holding.
1 North Wealth Services first reported a position in Investar Holding Corp in Q1 2025 and has held it in 6 quarters since.
123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.