Ameriprise’s Investar Holding Corp ISTR Stock Holding History

Ameriprise’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
2025 Q1	–	Sell	-17,455	Closed	-$383K	–	4093
2024 Q4	$383K	Buy	17,455 +1,300	+8%	+$28.5K	﹤0.01%	3623
2024 Q3	$313K	Hold	16,155	–	–	﹤0.01%	3631
2024 Q2	$249K	Hold	16,155	–	–	﹤0.01%	3640
2024 Q1	$264K	Hold	16,155	–	–	﹤0.01%	3622
2023 Q4	$241K	Hold	16,155	–	–	﹤0.01%	3674
2023 Q3	$171K	Hold	16,155	–	–	﹤0.01%	3718
2023 Q2	$196K	Hold	16,155	–	–	﹤0.01%	3733
2023 Q1	$226K	Hold	16,155	–	–	﹤0.01%	3691
2022 Q4	$348K	Hold	16,155	–	–	﹤0.01%	3535
2022 Q3	$321K	Hold	16,155	–	–	﹤0.01%	3558
2022 Q2	$354K	Hold	16,155	–	–	﹤0.01%	3515
2022 Q1	$309K	Buy	16,155 +4,000	+33%	+$77.5K	﹤0.01%	3632
2021 Q4	$223K	Hold	12,155	–	–	﹤0.01%	3759
2021 Q3	$268K	Buy	+12,155	New	+$270K	﹤0.01%	3621

Other funds holding ISTR

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Ameriprise's ISTR Position: Q1 2025 in Review

Ameriprise sold out of Investar Holding Corp (ISTR) in Q1 2025, closing a stake of 17,455 shares — an estimated $383K sold.

Ameriprise first reported a position in ISTR in Q3 2021 and held it in 14 quarters. The position peaked at $383K in Q4 2024. 85 funds tracked by Wall St. Rank hold ISTR as of Q1 2025.

Ameriprise reported no remaining Investar Holding Corp position as of Q1 2025 after selling out during the quarter.
Ameriprise sold 17,455 Investar Holding Corp shares in Q1 2025, an estimated $383K.
Ameriprise first reported a position in Investar Holding Corp in Q3 2021 and held it in 14 quarters.
Ameriprise's Investar Holding Corp position peaked at $383K in Q4 2024.
85 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2025.

Based on Ameriprise's 13F filing for Q1 2025, filed 14 May 2025.