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Kennedy Capital Management’s Investar Holding Corp ISTR Stock Holding History

Kennedy Capital 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
Q2 		$4.18M Sell
139,386
-2,389
-2% -$68.2K 0.07% 353
2026
Q1 		$3.87M Buy
141,775
+4,550
+3% +$127K 0.08% 337
2025
Q4 		$3.67M Buy
137,225
+1,582
+1% +$38.9K 0.08% 346
2025
Q3 		$3.15M Buy
135,643
+52,744
+64% +$1.18M 0.07% 374
2025
Q2 		$1.6M Sell
82,899
-8,442
-9% -$156K 0.04% 469
2025
Q1 		$1.61M Sell
91,341
-103,784
-53% -$1.95M 0.04% 455
2024
Q4 		$4.28M Sell
195,125
-6,759
-3% -$148K 0.1% 353
2024
Q3 		$3.92M Buy
201,884
+30,927
+18% +$544K 0.09% 366
2024
Q2 		$2.63M Sell
170,957
-43,556
-20% -$689K 0.06% 473
2024
Q1 		$3.51M Buy
214,513
+57,178
+36% +$943K 0.07% 408
2023
Q4 		$2.35M Buy
157,335
+7,542
+5% +$85.8K 0.05% 458
2023
Q3 		$1.59M Sell
149,793
-744
-0.5% -$9.56K 0.04% 501
2023
Q2 		$1.82M Sell
150,537
-38,416
-20% -$471K 0.04% 481
2023
Q1 		$2.64M Sell
188,953
-38,090
-17% -$734K 0.08% 365
2022
Q4 		$4.89M Sell
227,043
-11,878
-5% -$255K 0.14% 273
2022
Q3 		$4.75M Sell
238,921
-65,129
-21% -$1.42M 0.14% 266
2022
Q2 		$6.66M Sell
304,050
-20,253
-6% -$415K 0.19% 201
2022
Q1 		$6.19M Buy
324,303
+4,375
+1% +$84.8K 0.15% 258
2021
Q4 		$5.89M Buy
319,928
+5,266
+2% +$98.7K 0.12% 306
2021
Q3 		$6.93M Buy
314,662
+64,225
+26% +$1.43M 0.16% 255
2021
Q2 		$5.73M Buy
250,437
+182,701
+270% +$4.04M 0.12% 323
2021
Q1 		$1.39M Buy
67,736
+6,684
+11% +$126K 0.03% 531
2020
Q4 		$1.01M Buy
+61,052
New +$939K 0.02% 547
2019
Q1 		– Sell
-11,683
Closed -$290K – 701
2018
Q4 		$290K Sell
11,683
-43,472
-79% -$1.09M 0.01% 676
2018
Q3 		$1.48M Hold
55,155
– – 0.03% 605
2018
Q2 		$1.52M Buy
55,155
+3,793
+7% +$102K 0.03% 628
2018
Q1 		$1.33M Sell
51,362
-1,409
-3% -$34.9K 0.03% 646
2017
Q4 		$1.27M Buy
52,771
+7,252
+16% +$172K 0.02% 653
2017
Q3 		$1.1M Buy
45,519
+3,823
+9% +$86.7K 0.02% 661
2017
Q2 		$955K Buy
41,696
+1,289
+3% +$28.9K 0.02% 650
2017
Q1 		$885K Buy
+40,407
New +$821K 0.02% 672

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

Kennedy Capital Management's ISTR Position: Q2 2026 in Review

Kennedy Capital Management reduced its Investar Holding Corp (ISTR) stake by 1.7% in Q2 2026, selling an estimated $68.2K and leaving 139,386 shares worth $4.18M. The position accounts for 0.07% of the portfolio, ranked #353.

Kennedy Capital Management first reported a position in ISTR in Q1 2017 and has held it in 31 quarters since. The position peaked at $6.93M in Q3 2021. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • Kennedy Capital Management held 139,386 shares of Investar Holding Corp worth $4.18M as of Q2 2026.
  • Kennedy Capital Management sold 2,389 Investar Holding Corp shares in Q2 2026, an estimated $68.2K.
  • Investar Holding Corp made up 0.07% of Kennedy Capital Management's portfolio in Q2 2026, its #353 holding.
  • Kennedy Capital Management first reported a position in Investar Holding Corp in Q1 2017 and has held it in 31 quarters since.
  • Kennedy Capital Management's Investar Holding Corp position peaked at $6.93M in Q3 2021.
  • 123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.