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Essential Partners’s Investar Holding Corp ISTR Stock Holding History

Essential Partners’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 		$1.11K Sell
37
-72
-66% -$2.06K ﹤0.01% 2198
2026
Q1 		$2.97K Hold
109
– – ﹤0.01% 1829
2025
Q4 		$2.91K Buy
109
+29
+36% +$713 ﹤0.01% 1658
2025
Q3 		$1.86K Buy
80
+74
+1,233% +$1.66K ﹤0.01% 1815
2025
Q2 		$116 Buy
+6
New +$111 ﹤0.01% 2046

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

Essential Partners's ISTR Position: Q2 2026 in Review

Essential Partners reduced its Investar Holding Corp (ISTR) stake by 66% in Q2 2026, selling an estimated $2.06K and leaving 37 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

Essential Partners first reported a position in ISTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.97K in Q1 2026. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • Essential Partners held 37 shares of Investar Holding Corp worth $1.11K as of Q2 2026.
  • Essential Partners sold 72 Investar Holding Corp shares in Q2 2026, an estimated $2.06K.
  • Investar Holding Corp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2198 holding.
  • Essential Partners first reported a position in Investar Holding Corp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Investar Holding Corp position peaked at $2.97K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.