1NWS
ISTR icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

1 North Wealth Services's ISTR Position: Q1 2026 in Review

1 North Wealth Services held its Investar Holding Corp (ISTR) position steady in Q1 2026 at 125 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

1 North Wealth Services first reported a position in ISTR in Q1 2025 and has held it in 5 quarters since. 111 funds tracked by Wall St. Rank hold ISTR as of Q1 2026.

  • 1 North Wealth Services held 125 shares of Investar Holding Corp worth $3.41K as of Q1 2026.
  • 1 North Wealth Services left its Investar Holding Corp share count unchanged in Q1 2026.
  • Investar Holding Corp made up ﹤0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #223 holding.
  • 1 North Wealth Services first reported a position in Investar Holding Corp in Q1 2025 and has held it in 5 quarters since.
  • 111 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.