CCM
ISTR icon

Copeland Capital Management’s Investar Holding Corp ISTR Stock Holding History

Copeland Capital Management’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 		– Sell
-2,401
Closed -$65.5K – 276
2026
Q1 		$65.5K Buy
2,401
+86
+4% +$2.4K ﹤0.01% 211
2025
Q4 		$61.9K Sell
2,315
-1,144
-33% -$28.1K ﹤0.01% 200
2025
Q3 		$80.3K Sell
3,459
-33
-0.9% -$741 ﹤0.01% 177
2025
Q2 		$67.5K Buy
3,492
+491
+16% +$9.06K ﹤0.01% 175
2025
Q1 		$52.8K Buy
3,001
+626
+26% +$11.7K ﹤0.01% 190
2024
Q4 		$52.2K Sell
2,375
-563
-19% -$12.3K ﹤0.01% 193
2024
Q3 		$57K Buy
+2,938
New +$51.7K ﹤0.01% 172
2024
Q2 		– Sell
-1,987
Closed -$32.5K – 196
2024
Q1 		$32.5K Sell
1,987
-542
-21% -$8.94K ﹤0.01% 181
2023
Q4 		$37.7K Hold
2,529
– – ﹤0.01% 152
2023
Q3 		$26.8K Buy
2,529
+15
+0.6% +$193 ﹤0.01% 189
2023
Q2 		$30.4K Buy
+2,514
New +$30.8K ﹤0.01% 172

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 40.89% 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

Copeland Capital Management's ISTR Position: Q2 2026 in Review

Copeland Capital Management sold out of Investar Holding Corp (ISTR) in Q2 2026, closing a stake of 2,401 shares — an estimated $65.5K sold.

Copeland Capital Management first reported a position in ISTR in Q2 2023 and held it in 11 quarters. The position peaked at $80.3K in Q3 2025. 122 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • Copeland Capital Management reported no remaining Investar Holding Corp position as of Q2 2026 after selling out during the quarter.
  • Copeland Capital Management sold 2,401 Investar Holding Corp shares in Q2 2026, an estimated $65.5K.
  • Copeland Capital Management first reported a position in Investar Holding Corp in Q2 2023 and held it in 11 quarters.
  • Copeland Capital Management's Investar Holding Corp position peaked at $80.3K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.