EF
ISTR icon

Empowered Funds’s Investar Holding Corp ISTR Stock Holding History

Empowered Funds’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 		$2.09M Buy
69,612
+4,911
+8% +$140K 0.01% 1169
2026
Q1 		$1.76M Buy
64,701
+5,746
+10% +$161K 0.01% 1169
2025
Q4 		$1.58M Buy
58,955
+4,824
+9% +$119K 0.03% 552
2025
Q3 		$1.26M Sell
54,131
-4,660
-8% -$105K 0.01% 1104
2025
Q2 		$1.14M Buy
58,791
+763
+1% +$14.1K 0.01% 1033
2025
Q1 		$1.02M Buy
58,028
+3,905
+7% +$73.2K 0.01% 987
2024
Q4 		$1.19M Buy
54,123
+2,599
+5% +$57K 0.02% 925
2024
Q3 		$1,000K Buy
51,524
+2,546
+5% +$44.8K 0.02% 897
2024
Q2 		$749K Buy
48,978
+3,420
+8% +$54.1K 0.01% 942
2024
Q1 		$745K Buy
45,558
+3,325
+8% +$54.8K 0.01% 982
2023
Q4 		$630K Buy
42,233
+3,733
+10% +$42.5K 0.02% 936
2023
Q3 		$408K Buy
38,500
+3,160
+9% +$40.6K 0.01% 982
2023
Q2 		$428K Buy
+35,340
New +$433K 0.02% 866

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 40.91% 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

Empowered Funds's ISTR Position: Q2 2026 in Review

Empowered Funds increased its Investar Holding Corp (ISTR) stake by 7.6% in Q2 2026, buying an estimated $140K and bringing the position to 69,612 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #1169.

Empowered Funds first reported a position in ISTR in Q2 2023 and has held it in 13 quarters since. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • Empowered Funds held 69,612 shares of Investar Holding Corp worth $2.09M as of Q2 2026.
  • Empowered Funds bought 4,911 Investar Holding Corp shares in Q2 2026, an estimated $140K.
  • Investar Holding Corp made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1169 holding.
  • Empowered Funds first reported a position in Investar Holding Corp in Q2 2023 and has held it in 13 quarters since.
  • 123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.