Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Investar Holding Corp ISTR Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$1.65M Sell
60,424
-1,257
-2% -$35.1K ﹤0.01% 1017
2025
Q4 		$1.65M Sell
61,681
-630
-1% -$15.5K ﹤0.01% 980
2025
Q3 		$1.45M Buy
62,311
+7,528
+14% +$169K ﹤0.01% 951
2025
Q2 		$1.06M Buy
54,783
+4,526
+9% +$83.5K ﹤0.01% 1034
2025
Q1 		$885K Buy
50,257
+8,331
+20% +$156K ﹤0.01% 992
2024
Q4 		$921K Buy
41,926
+12,445
+42% +$273K ﹤0.01% 964
2024
Q3 		$572K Buy
+29,481
New +$519K ﹤0.01% 1063
2024
Q1 		– Sell
-15,407
Closed -$230K – 1613
2023
Q4 		$230K Buy
15,407
+1,346
+10% +$15.3K ﹤0.01% 1234
2023
Q3 		$149K Buy
+14,061
New +$181K ﹤0.01% 1263

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BFC
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Geode Capital Management
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RA
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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