IA
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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
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 $5.7T AUM 30.48% 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 $94.2B AUM 21.24% 1-Year Est. Return