Boston Partners

Boston Partners’s Investar Holding Corp ISTR Stock Holding History

Boston Partners’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 Q2	–	Sell	-28,160	Closed	-$496K	–	731
2025 Q1	$496K	Sell	28,160 -15,124	-35%	-$284K	﹤0.01%	632
2024 Q4	$951K	Sell	43,284 -24,793	-36%	-$543K	﹤0.01%	573
2024 Q3	$1.32M	Buy	68,077 +13,369	+24%	+$235K	﹤0.01%	567
2024 Q2	$843K	Buy	54,708 +31,520	+136%	+$498K	﹤0.01%	611
2024 Q1	$379K	Buy	23,188 +4,614	+25%	+$76.1K	﹤0.01%	726
2023 Q4	$277K	Sell	18,574 -15,092	-45%	-$172K	﹤0.01%	670
2023 Q3	$357K	Hold	33,666	–	–	﹤0.01%	679
2023 Q2	$408K	Hold	33,666	–	–	﹤0.01%	647
2023 Q1	$470K	Hold	33,666	–	–	﹤0.01%	604
2022 Q4	$725K	Sell	33,666 -2,696	-7%	-$57.8K	﹤0.01%	549
2022 Q3	$724K	Buy	36,362 +400	+1%	+$8.72K	﹤0.01%	551
2022 Q2	$788K	Sell	35,962 -3,827	-10%	-$78.4K	﹤0.01%	550
2022 Q1	$760K	Hold	39,789	–	–	﹤0.01%	582
2021 Q4	$733K	Buy	39,789 +16,086	+68%	+$301K	﹤0.01%	571
2021 Q3	$522K	Sell	23,703 -3,727	-14%	-$82.8K	﹤0.01%	604
2021 Q2	$628K	Buy	+27,430	New	+$606K	﹤0.01%	602

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

AllianceBernstein

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

Dimensional Fund Advisors

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

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

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

Geode Capital Management

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

Wellington Management Group

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

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