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Hillsdale Investment Management’s Investar Holding Corp ISTR Stock Holding History

Hillsdale Investment 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
Q1 		– Sell
-96,937
Closed -$2.59M – 716
2025
Q4 		$2.59M Sell
96,937
-14,363
-13% -$353K 0.07% 308
2025
Q3 		$2.58M Sell
111,300
-1,000
-0.9% -$22.4K 0.08% 301
2025
Q2 		$2.17M Buy
112,300
+16,000
+17% +$295K 0.08% 273
2025
Q1 		$1.7M Buy
96,300
+4,100
+4% +$76.9K 0.09% 210
2024
Q4 		$2.02M Buy
92,200
+3,200
+4% +$70.1K 0.1% 211
2024
Q3 		$1.73M Buy
89,000
+77,700
+688% +$1.37M 0.13% 206
2024
Q2 		$174K Hold
11,300
– – 0.01% 397
2024
Q1 		$185K Buy
+11,300
New +$186K 0.01% 379
2023
Q2 		– Sell
-3,900
Closed -$54.4K – 602
2023
Q1 		$54.4K Sell
3,900
-28,300
-88% -$545K ﹤0.01% 496
2022
Q4 		$693K Sell
32,200
-6,000
-16% -$129K 0.06% 245
2022
Q3 		$761K Buy
38,200
+12,884
+51% +$281K 0.07% 209
2022
Q2 		$554K Buy
+25,316
New +$518K 0.04% 307

Other funds holding ISTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Hillsdale Investment Management's ISTR Position: Q1 2026 in Review

Hillsdale Investment Management sold out of Investar Holding Corp (ISTR) in Q1 2026, closing a stake of 96,937 shares — an estimated $2.59M sold.

Hillsdale Investment Management first reported a position in ISTR in Q2 2022 and held it in 12 quarters. The position peaked at $2.59M in Q4 2025. 111 funds tracked by Wall St. Rank hold ISTR as of Q1 2026.

  • Hillsdale Investment Management reported no remaining Investar Holding Corp position as of Q1 2026 after selling out during the quarter.
  • Hillsdale Investment Management sold 96,937 Investar Holding Corp shares in Q1 2026, an estimated $2.59M.
  • Hillsdale Investment Management first reported a position in Investar Holding Corp in Q2 2022 and held it in 12 quarters.
  • Hillsdale Investment Management's Investar Holding Corp position peaked at $2.59M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.