Janney Montgomery Scott
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Janney Montgomery Scott’s Investar Holding Corp ISTR Stock Holding History

Janney Montgomery Scott’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
2025
Q4 		– Sell
-15,518
Closed -$360K – 2964
2025
Q3 		$360K Sell
15,518
-8,136
-34% -$183K ﹤0.01% 2375
2025
Q2 		$457K Sell
23,654
-3,729
-14% -$68.8K ﹤0.01% 2070
2025
Q1 		$482K Sell
27,383
-3,332
-11% -$62.5K ﹤0.01% 2012
2024
Q4 		$675K Sell
30,715
-1,033
-3% -$22.6K ﹤0.01% 1806
2024
Q3 		$616K Sell
31,748
-471
-1% -$8.29K ﹤0.01% 1822
2024
Q2 		$496K Buy
+32,219
New +$509K ﹤0.01% 1896
2024
Q1 		– Sell
-10,500
Closed -$157K – 2775
2023
Q4 		$157K Sell
10,500
-29,966
-74% -$341K ﹤0.01% 2507
2023
Q3 		$429K Buy
40,466
+28,266
+232% +$363K ﹤0.01% 1887
2023
Q2 		$148K Hold
12,200
– – ﹤0.01% 2513
2023
Q1 		$170K Hold
12,200
– – ﹤0.01% 2316
2022
Q4 		$263K Hold
12,200
– – ﹤0.01% 2208
2022
Q3 		$243K Hold
12,200
– – ﹤0.01% 2152
2022
Q2 		$266K Sell
12,200
-300
-2% -$6.14K ﹤0.01% 1983
2022
Q1 		$239K Buy
+12,500
New +$242K ﹤0.01% 1998

Other funds holding ISTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Janney Montgomery Scott's ISTR Position: Q4 2025 in Review

Janney Montgomery Scott sold out of Investar Holding Corp (ISTR) in Q4 2025, closing a stake of 15,518 shares — an estimated $360K sold.

Janney Montgomery Scott first reported a position in ISTR in Q1 2022 and held it in 14 quarters. The position peaked at $675K in Q4 2024. 100 funds tracked by Wall St. Rank hold ISTR as of Q4 2025.

  • Janney Montgomery Scott reported no remaining Investar Holding Corp position as of Q4 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 15,518 Investar Holding Corp shares in Q4 2025, an estimated $360K.
  • Janney Montgomery Scott first reported a position in Investar Holding Corp in Q1 2022 and held it in 14 quarters.
  • Janney Montgomery Scott's Investar Holding Corp position peaked at $675K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held Investar Holding Corp as of Q4 2025.

Based on Janney Montgomery Scott's 13F filing for Q4 2025, filed 11 Feb 2026.