Advisory Services Network’s Investar Holding Corp ISTR Stock Holding History

Advisory Services Network’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	$377K	Hold	12,600	–	–	﹤0.01%	1582
2026 Q1	$344K	Hold	12,600	–	–	﹤0.01%	1496
2025 Q4	$337K	Hold	12,600	–	–	﹤0.01%	1409
2025 Q3	$292K	Hold	12,600	–	–	﹤0.01%	1480
2025 Q2	$273K	Hold	12,600	–	–	﹤0.01%	1471
2025 Q1	$222K	Hold	12,600	–	–	﹤0.01%	1468
2024 Q4	$277K	Hold	12,600	–	–	0.01%	1333
2024 Q3	$194K	Hold	12,600	–	–	﹤0.01%	1402
2024 Q2	$194K	Hold	12,600	–	–	﹤0.01%	1402
2024 Q1	$206K	Hold	12,600	–	–	﹤0.01%	1330
2023 Q4	$188K	Hold	12,600	–	–	﹤0.01%	1317
2023 Q3	$133K	Hold	12,600	–	–	﹤0.01%	1380
2023 Q2	$153K	Hold	12,600	–	–	﹤0.01%	1341
2023 Q1	$176K	Hold	12,600	–	–	﹤0.01%	1354
2022 Q4	$271K	Hold	12,600	–	–	0.01%	1129
2022 Q3	$251K	Hold	12,600	–	–	0.01%	1103
2022 Q2	$276K	Hold	12,600	–	–	0.01%	1105
2022 Q1	$241K	Hold	12,600	–	–	0.01%	1257
2021 Q4	$232K	Hold	12,600	–	–	0.01%	1232
2021 Q3	$277K	Hold	12,600	–	–	0.01%	1137
2021 Q2	$288K	Hold	12,600	–	–	0.01%	1109
2021 Q1	$259K	Hold	12,600	–	–	0.01%	1089
2020 Q4	$208K	Hold	12,600	–	–	0.01%	1048
2020 Q3	$162K	Hold	12,600	–	–	0.01%	1049
2020 Q2	$183K	Hold	12,600	–	–	0.01%	953
2020 Q1	$161K	Hold	12,600	–	–	0.01%	892
2019 Q4	$302K	Hold	12,600	–	–	0.02%	777
2019 Q3	$301K	Hold	12,600	–	–	0.02%	699
2019 Q2	$301K	Hold	12,600	–	–	0.02%	697
2019 Q1	$286K	Hold	12,600	–	–	0.02%	675
2018 Q4	$312K	Hold	12,600	–	–	0.03%	577
2018 Q3	$338K	Hold	12,600	–	–	0.02%	619
2018 Q2	$340K	Hold	12,600	–	–	0.03%	603
2018 Q1	$326K	Hold	12,600	–	–	0.03%	635
2017 Q4	$304K	Hold	12,600	–	–	0.03%	634
2017 Q3	$304K	Hold	12,600	–	–	0.03%	526
2017 Q2	$289K	Hold	12,600	–	–	0.04%	520
2017 Q1	$276K	Buy	+12,600	New	+$256K	0.04%	506
2016 Q3	$193K	Hold	12,600	–	–	0.04%	513
2016 Q2	$194K	Hold	12,600	–	–	0.04%	456
2016 Q1	$185K	Hold	12,600	–	–	0.05%	396
2015 Q4	$222K	Hold	12,600	–	–	0.07%	320
2015 Q3	$195K	Hold	12,600	–	–	0.06%	282
2015 Q2	$192K	Hold	12,600	–	–	0.06%	285
2015 Q1	$209K	Hold	12,600	–	–	0.06%	281
2014 Q4	$175K	Buy	+12,600	New	+$172K	0.05%	258

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 40.91% 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

Advisory Services Network's ISTR Position: Q2 2026 in Review

Advisory Services Network held its Investar Holding Corp (ISTR) position steady in Q2 2026 at 12,600 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Advisory Services Network first reported a position in ISTR in Q4 2014 and has held it in 46 quarters since. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

Advisory Services Network held 12,600 shares of Investar Holding Corp worth $377K as of Q2 2026.
Advisory Services Network left its Investar Holding Corp share count unchanged in Q2 2026.
Investar Holding Corp made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1582 holding.
Advisory Services Network first reported a position in Investar Holding Corp in Q4 2014 and has held it in 46 quarters since.
123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.