Capital Advisors Ltd’s Investar Holding Corp ISTR Stock Holding History

Capital Advisors Ltd’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	$5K	Hold	180	–	–	﹤0.01%	966
2026 Q1	$5K	Hold	180	–	–	﹤0.01%	955
2025 Q4	$5K	Hold	180	–	–	﹤0.01%	943
2025 Q3	$4K	Hold	180	–	–	﹤0.01%	961
2025 Q2	$3K	Hold	180	–	–	﹤0.01%	1002
2025 Q1	$3K	Hold	180	–	–	﹤0.01%	987
2024 Q4	$4K	Hold	180	–	–	﹤0.01%	967
2024 Q3	$3K	Hold	180	–	–	﹤0.01%	998
2024 Q2	$3K	Hold	180	–	–	﹤0.01%	991
2024 Q1	$3K	Hold	180	–	–	﹤0.01%	977
2023 Q4	$3K	Buy	+180	New	+$2.05K	﹤0.01%	941
2023 Q2	–	Sell	-11	Closed	–	–	1418
2023 Q1	$0	Buy	+11	New	+$212	﹤0.01%	1373

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

Capital Advisors Ltd's ISTR Position: Q2 2026 in Review

Capital Advisors Ltd held its Investar Holding Corp (ISTR) position steady in Q2 2026 at 180 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Capital Advisors Ltd first reported a position in ISTR in Q1 2023 and has held it in 12 quarters since. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

Capital Advisors Ltd held 180 shares of Investar Holding Corp worth $5K as of Q2 2026.
Capital Advisors Ltd left its Investar Holding Corp share count unchanged in Q2 2026.
Investar Holding Corp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #966 holding.
Capital Advisors Ltd first reported a position in Investar Holding Corp in Q1 2023 and has held it in 12 quarters since.
123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.