CA
ISTR icon

Clearstead Advisors’s Investar Holding Corp ISTR Stock Holding History

Clearstead 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
2025
Q4 		– Sell
-2
Closed -$47 – 3008
2025
Q3 		$47 Buy
+2
New +$45 ﹤0.01% 2981

Other funds holding ISTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Clearstead Advisors's ISTR Position: Q4 2025 in Review

Clearstead Advisors sold out of Investar Holding Corp (ISTR) in Q4 2025, closing a stake of 2 shares — an estimated $47 sold.

Clearstead Advisors first reported a position in ISTR in Q3 2025 and held it in 1 quarter. The position peaked at $47 in Q3 2025. 100 funds tracked by Wall St. Rank hold ISTR as of Q4 2025.

  • Clearstead Advisors reported no remaining Investar Holding Corp position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 2 Investar Holding Corp shares in Q4 2025, an estimated $47.
  • Clearstead Advisors first reported a position in Investar Holding Corp in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's Investar Holding Corp position peaked at $47 in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Investar Holding Corp as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.