EverSource Wealth Advisors’s Investar Holding Corp ISTR Stock Holding History

EverSource Wealth Advisors’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	$1.2K	Buy	40 +21	+111%	+$600	﹤0.01%	3905
2026 Q1	$518	Buy	19 +9	+90%	+$252	﹤0.01%	4058
2025 Q4	$267	Buy	10 +2	+25%	+$49	﹤0.01%	3992
2025 Q3	$186	Buy	8 +1	+14%	+$22	﹤0.01%	4120
2025 Q2	$135	Buy	+7	New	+$129	﹤0.01%	4094
2025 Q1	–	Sell	-1	Closed	-$22	–	4101
2024 Q4	$22	Buy	+1	New	+$22	﹤0.01%	3703
2023 Q4	–	Sell	-87	Closed	-$921	–	2693
2023 Q3	$921	Buy	+87	New	+$1.12K	﹤0.01%	2265

Other funds holding ISTR

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GWM

Glass Wealth Management San Antonio, Texas $299M AUM 66.9% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

TNA

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

EverSource Wealth Advisors's ISTR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Investar Holding Corp (ISTR) stake by 111% in Q2 2026, buying an estimated $600 and bringing the position to 40 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3905.

EverSource Wealth Advisors first reported a position in ISTR in Q3 2023 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

EverSource Wealth Advisors held 40 shares of Investar Holding Corp worth $1.2K as of Q2 2026.
EverSource Wealth Advisors bought 21 Investar Holding Corp shares in Q2 2026, an estimated $600.
Investar Holding Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3905 holding.
EverSource Wealth Advisors first reported a position in Investar Holding Corp in Q3 2023 and has held it in 7 quarters since.
24 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.