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Kestra Advisory Services’s Investar Holding Corp ISTR Stock Holding History

Kestra Advisory Services’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 		$2.02M Buy
+73,956
New +$2.07M 0.01% 1299
2025
Q3 		– Sell
-82,084
Closed -$1.59M – 2967
2025
Q2 		$1.59M Buy
+82,084
New +$1.51M 0.01% 1203
2025
Q1 		– Sell
-78,053
Closed -$1.72M – 2833
2024
Q4 		$1.72M Buy
+78,053
New +$1.71M 0.01% 1084
2024
Q3 		– Sell
-108,926
Closed -$1.68M – 2650
2024
Q2 		$1.68M Buy
108,926
+3
+0% +$47 0.01% 1052
2024
Q1 		$1.79M Buy
+108,923
New +$1.8M 0.01% 934
2021
Q1 		– Sell
-98,343
Closed -$1.67M – 1949
2020
Q4 		$1.67M Buy
+98,343
New +$1.51M 0.02% 652

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