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Concurrent Investment Advisors’s Investar Holding Corp ISTR Stock Holding History

Concurrent Investment 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
Q2 		$300K Hold
10,000
– – ﹤0.01% 1689
2026
Q1 		$273K Buy
+10,000
New +$280K ﹤0.01% 1560

Other funds holding ISTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FL
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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Concurrent Investment Advisors's ISTR Position: Q2 2026 in Review

Concurrent Investment Advisors held its Investar Holding Corp (ISTR) position steady in Q2 2026 at 10,000 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Concurrent Investment Advisors first reported a position in ISTR in Q1 2026 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • Concurrent Investment Advisors held 10,000 shares of Investar Holding Corp worth $300K as of Q2 2026.
  • Concurrent Investment Advisors left its Investar Holding Corp share count unchanged in Q2 2026.
  • Investar Holding Corp made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1689 holding.
  • Concurrent Investment Advisors first reported a position in Investar Holding Corp in Q1 2026 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.