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IFP Advisors’s Investar Holding Corp ISTR Stock Holding History

IFP 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 		$1.92K Buy
64
+12
+23% +$343 ﹤0.01% 4254
2026
Q1 		$1.42K Hold
52
– – ﹤0.01% 4078
2025
Q4 		$1.39K Buy
52
+39
+300% +$959 ﹤0.01% 3959
2025
Q3 		$302 Buy
13
+12
+1,200% +$269 ﹤0.01% 4303
2025
Q2 		$174 Buy
+1
New +$18 ﹤0.01% 4657
2025
Q1 		– Hold
0
– – – 4088
2024
Q4 		– Hold
0
– – – 4287

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

IFP Advisors's ISTR Position: Q2 2026 in Review

IFP Advisors increased its Investar Holding Corp (ISTR) stake by 23% in Q2 2026, buying an estimated $343 and bringing the position to 64 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #4254.

IFP Advisors first reported a position in ISTR in Q2 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • IFP Advisors held 64 shares of Investar Holding Corp worth $1.92K as of Q2 2026.
  • IFP Advisors bought 12 Investar Holding Corp shares in Q2 2026, an estimated $343.
  • Investar Holding Corp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4254 holding.
  • IFP Advisors first reported a position in Investar Holding Corp in Q2 2025 and has held it in 5 quarters since.
  • 123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.