EP
ISTR icon

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
Q3 		$1.42K Buy
49
+12
+32% +$360 ﹤0.01% 2052
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

SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's ISTR Position: Q3 2026 in Review

Essential Partners increased its Investar Holding Corp (ISTR) stake by 32% in Q3 2026, buying an estimated $360 and bringing the position to 49 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Essential Partners first reported a position in ISTR in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.97K in Q1 2026. 8 funds tracked by Wall St. Rank hold ISTR as of Q3 2026.

  • Essential Partners held 49 shares of Investar Holding Corp worth $1.42K as of Q3 2026.
  • Essential Partners bought 12 Investar Holding Corp shares in Q3 2026, an estimated $360.
  • Investar Holding Corp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2052 holding.
  • Essential Partners first reported a position in Investar Holding Corp in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Investar Holding Corp position peaked at $2.97K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Investar Holding Corp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.