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Covestor’s Investar Holding Corp ISTR Stock Holding History

Covestor’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 		– Sell
-21
Closed -$1K – 2517
2025
Q4 		$1K Sell
21
-7
-25% -$172 ﹤0.01% 2084
2025
Q3 		$1K Sell
28
-31
-53% -$696 ﹤0.01% 2102
2025
Q2 		$1K Buy
59
+18
+44% +$332 ﹤0.01% 2020
2025
Q1 		$1K Buy
41
+3
+8% +$56 ﹤0.01% 2008
2024
Q4 		$1K Sell
38
-27
-42% -$592 ﹤0.01% 2061
2024
Q3 		$1K Buy
+65
New +$1.14K ﹤0.01% 2010

Other funds holding ISTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Covestor's ISTR Position: Q1 2026 in Review

Covestor sold out of Investar Holding Corp (ISTR) in Q1 2026, closing a stake of 21 shares — an estimated $1K sold.

Covestor first reported a position in ISTR in Q3 2024 and held it in 6 quarters. The position peaked at $1K in Q4 2025. 111 funds tracked by Wall St. Rank hold ISTR as of Q1 2026.

  • Covestor reported no remaining Investar Holding Corp position as of Q1 2026 after selling out during the quarter.
  • Covestor sold 21 Investar Holding Corp shares in Q1 2026, an estimated $1K.
  • Covestor first reported a position in Investar Holding Corp in Q3 2024 and held it in 6 quarters.
  • Covestor's Investar Holding Corp position peaked at $1K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.