Carson Wealth (CWM LLC)
ISTR icon

Carson Wealth (CWM LLC)’s Investar Holding Corp ISTR Stock Holding History

Carson Wealth (CWM LLC)’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 		$94.5K Buy
3,464
+22
+0.6% +$615 ﹤0.01% 3324
2025
Q4 		$92K Buy
3,442
+384
+13% +$9.44K ﹤0.01% 3128
2025
Q3 		$71K Buy
3,058
+499
+19% +$11.2K ﹤0.01% 3236
2025
Q2 		$49K Buy
2,559
+165
+7% +$3.04K ﹤0.01% 3296
2025
Q1 		$42K Sell
2,394
-769
-24% -$14.4K ﹤0.01% 3118
2024
Q4 		$69K Buy
3,163
+81
+3% +$1.77K ﹤0.01% 2545
2024
Q3 		$60K Buy
3,082
+312
+11% +$5.49K ﹤0.01% 2563
2024
Q2 		$43K Hold
2,770
– – ﹤0.01% 2584
2024
Q1 		$45K Hold
2,770
– – ﹤0.01% 2354
2023
Q4 		$41K Sell
2,770
-185
-6% -$2.1K ﹤0.01% 2306
2023
Q3 		$31K Sell
2,955
-993
-25% -$12.8K ﹤0.01% 2384
2023
Q2 		$48K Buy
3,948
+1,938
+96% +$23.8K ﹤0.01% 2024
2023
Q1 		$28K Buy
+2,010
New +$38.7K ﹤0.01% 2269

Other funds holding ISTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ISTR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Investar Holding Corp (ISTR) stake by 0.64% in Q1 2026, buying an estimated $615 and bringing the position to 3,464 shares worth $94.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3324.

Carson Wealth (CWM LLC) first reported a position in ISTR in Q1 2023 and has held it in 13 quarters since. 111 funds tracked by Wall St. Rank hold ISTR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,464 shares of Investar Holding Corp worth $94.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 22 Investar Holding Corp shares in Q1 2026, an estimated $615.
  • Investar Holding Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3324 holding.
  • Carson Wealth (CWM LLC) first reported a position in Investar Holding Corp in Q1 2023 and has held it in 13 quarters since.
  • 111 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.