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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
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 $5.72T 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

Copeland Capital Management's ISTR Position: Q1 2026 in Review

Copeland Capital Management increased its Investar Holding Corp (ISTR) stake by 3.7% in Q1 2026, buying an estimated $2.4K and bringing the position to 2,401 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Copeland Capital Management first reported a position in ISTR in Q2 2023 and has held it in 11 quarters since. The position peaked at $80.3K in Q3 2025. 111 funds tracked by Wall St. Rank hold ISTR as of Q1 2026.

  • Copeland Capital Management held 2,401 shares of Investar Holding Corp worth $65.5K as of Q1 2026.
  • Copeland Capital Management bought 86 Investar Holding Corp shares in Q1 2026, an estimated $2.4K.
  • Investar Holding Corp made up ﹤0.01% of Copeland Capital Management's portfolio in Q1 2026, its #211 holding.
  • Copeland Capital Management first reported a position in Investar Holding Corp in Q2 2023 and has held it in 11 quarters since.
  • Copeland Capital Management's Investar Holding Corp position peaked at $80.3K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.