HighTower Advisors’s Investar Holding Corp ISTR Stock Holding History

HighTower 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	$2.23M	Sell	74,408 -137,510	-65%	-$3.93M	﹤0.01%	1695
2026 Q1	$5.78M	Buy	211,918 +201,917	+2,019%	+$5.65M	0.01%	1126
2025 Q4	$267K	Buy	10,001 +1	+0%	+$25	﹤0.01%	3141
2025 Q3	$232K	Hold	10,000	–	–	﹤0.01%	3243
2025 Q2	$193K	Hold	10,000	–	–	﹤0.01%	3306
2025 Q1	$176K	Hold	10,000	–	–	﹤0.01%	3231
2024 Q4	$220K	Hold	10,000	–	–	﹤0.01%	3127
2024 Q3	$194K	Hold	10,000	–	–	﹤0.01%	3143
2024 Q2	$154K	Hold	10,000	–	–	﹤0.01%	3100
2024 Q1	$164K	Hold	10,000	–	–	﹤0.01%	3038
2023 Q4	$149K	Hold	10,000	–	–	﹤0.01%	3095
2023 Q3	$106K	Hold	10,000	–	–	﹤0.01%	3091
2023 Q2	$121K	Hold	10,000	–	–	﹤0.01%	3036
2023 Q1	$140K	Hold	10,000	–	–	﹤0.01%	2861
2022 Q4	$215K	Hold	10,000	–	–	﹤0.01%	2717
2022 Q3	$199K	Hold	10,000	–	–	﹤0.01%	2617
2022 Q2	$219K	Hold	10,000	–	–	﹤0.01%	2579
2022 Q1	$191K	Hold	10,000	–	–	﹤0.01%	2855
2021 Q4	$184K	Hold	10,000	–	–	﹤0.01%	2803
2021 Q3	$220K	Hold	10,000	–	–	﹤0.01%	2642
2021 Q2	$229K	Hold	10,000	–	–	﹤0.01%	2575
2021 Q1	$206K	Hold	10,000	–	–	﹤0.01%	2585
2020 Q4	$165K	Hold	10,000	–	–	﹤0.01%	2253
2020 Q3	$128K	Hold	10,000	–	–	﹤0.01%	2194
2020 Q2	$145K	Hold	10,000	–	–	﹤0.01%	2062
2020 Q1	$128K	Hold	10,000	–	–	﹤0.01%	1905
2019 Q4	$240K	Hold	10,000	–	–	﹤0.01%	1853
2019 Q3	$238K	Buy	+10,000	New	+$235K	﹤0.01%	1944

Other funds holding ISTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SGCA

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

TNA

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

HighTower Advisors's ISTR Position: Q2 2026 in Review

HighTower Advisors reduced its Investar Holding Corp (ISTR) stake by 65% in Q2 2026, selling an estimated $3.93M and leaving 74,408 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

HighTower Advisors first reported a position in ISTR in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.78M in Q1 2026. 40 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

HighTower Advisors held 74,408 shares of Investar Holding Corp worth $2.23M as of Q2 2026.
HighTower Advisors sold 137,510 Investar Holding Corp shares in Q2 2026, an estimated $3.93M.
Investar Holding Corp made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1695 holding.
HighTower Advisors first reported a position in Investar Holding Corp in Q3 2019 and has held it in 28 quarters since.
HighTower Advisors's Investar Holding Corp position peaked at $5.78M in Q1 2026.
40 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.