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Glass Wealth Management’s Investar Holding Corp ISTR Stock Holding History

Glass Wealth Management’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 		$1.5M Sell
49,903
-16,683
-25% -$477K 0.5% 40
2026
Q1 		$1.82M Buy
+66,586
New +$1.86M 0.7% 39

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

Glass Wealth Management's ISTR Position: Q2 2026 in Review

Glass Wealth Management reduced its Investar Holding Corp (ISTR) stake by 25% in Q2 2026, selling an estimated $477K and leaving 49,903 shares worth $1.5M. The position accounts for 0.5% of the portfolio, ranked #40.

Glass Wealth Management first reported a position in ISTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.82M in Q1 2026. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • Glass Wealth Management held 49,903 shares of Investar Holding Corp worth $1.5M as of Q2 2026.
  • Glass Wealth Management sold 16,683 Investar Holding Corp shares in Q2 2026, an estimated $477K.
  • Investar Holding Corp made up 0.5% of Glass Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Glass Wealth Management first reported a position in Investar Holding Corp in Q1 2026 and has held it in 2 quarters since.
  • Glass Wealth Management's Investar Holding Corp position peaked at $1.82M in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Glass Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.