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James Investment Research’s Investar Holding Corp ISTR Stock Holding History

James Investment Research’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 		$264K Hold
8,819
– – 0.03% 322
2026
Q1 		$240K Hold
8,819
– – 0.03% 315
2025
Q4 		$236K Buy
+8,819
New +$217K 0.03% 325

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

James Investment Research's ISTR Position: Q2 2026 in Review

James Investment Research held its Investar Holding Corp (ISTR) position steady in Q2 2026 at 8,819 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #322.

James Investment Research first reported a position in ISTR in Q4 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • James Investment Research held 8,819 shares of Investar Holding Corp worth $264K as of Q2 2026.
  • James Investment Research left its Investar Holding Corp share count unchanged in Q2 2026.
  • Investar Holding Corp made up 0.03% of James Investment Research's portfolio in Q2 2026, its #322 holding.
  • James Investment Research first reported a position in Investar Holding Corp in Q4 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.