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Cornerstone Planning Group’s Investar Holding Corp ISTR Stock Holding History

Cornerstone Planning Group’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
Q1 		– Sell
-24
Closed -$462 – 1620
2024
Q4 		$462 Hold
24
– – ﹤0.01% 1166
2024
Q3 		$504 Buy
+24
New +$422 ﹤0.01% 1087

Other funds holding ISTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
MCM
Maltese Capital Management New York $508M AUM 21.31% 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
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Cornerstone Planning Group's ISTR Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Investar Holding Corp (ISTR) in Q1 2025, closing a stake of 24 shares — an estimated $462 sold.

Cornerstone Planning Group first reported a position in ISTR in Q3 2024 and held it in 2 quarters. The position peaked at $504 in Q3 2024. 85 funds tracked by Wall St. Rank hold ISTR as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Investar Holding Corp position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 24 Investar Holding Corp shares in Q1 2025, an estimated $462.
  • Cornerstone Planning Group first reported a position in Investar Holding Corp in Q3 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's Investar Holding Corp position peaked at $504 in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.