Citadel Advisors
ISTR icon

Citadel Advisors’s Investar Holding Corp ISTR Stock Holding History

Citadel Advisors’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 		$1.36M Buy
+49,742
New +$1.39M ﹤0.01% 6953
2025
Q4 		– Sell
-13,640
Closed -$317K – 13470
2025
Q3 		$317K Sell
13,640
-3,582
-21% -$80.4K ﹤0.01% 10234
2025
Q2 		$333K Sell
17,222
-12,206
-41% -$225K ﹤0.01% 9559
2025
Q1 		$518K Buy
+29,428
New +$552K ﹤0.01% 8392
2024
Q3 		– Sell
-11,252
Closed -$173K – 14805
2024
Q2 		$173K Buy
+11,252
New +$178K ﹤0.01% 10137
2024
Q1 		– Sell
-11,964
Closed -$178K – 15059
2023
Q4 		$178K Sell
11,964
-6,303
-35% -$71.7K ﹤0.01% 10113
2023
Q3 		$193K Sell
18,267
-4,111
-18% -$52.8K ﹤0.01% 9975
2023
Q2 		$271K Buy
22,378
+9,333
+72% +$114K ﹤0.01% 9259
2023
Q1 		$182K Buy
+13,045
New +$251K ﹤0.01% 10334
2021
Q4 		– Sell
-13,718
Closed -$302K – 14350
2021
Q3 		$302K Sell
13,718
-2,033
-13% -$45.2K ﹤0.01% 11053
2021
Q2 		$361K Buy
+15,751
New +$348K ﹤0.01% 10818

Other funds holding ISTR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return