Mendon Capital Advisors’s Investar Holding Corp ISTR Stock Holding History

Mendon Capital 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 Q2	$1.73M	Buy	57,740 +19,703	+52%	+$563K	0.61%	38
2026 Q1	$1.04M	Hold	38,037	–	–	0.4%	42
2025 Q4	$1.02M	Hold	38,037	–	–	0.3%	60
2025 Q3	$887K	Buy	+38,037	New	+$854K	0.34%	56
2020 Q2	–	Sell	-174,914	Closed	-$2.23M	–	64
2020 Q1	$2.23M	Sell	174,914 -25,086	-13%	-$510K	1.1%	21
2019 Q4	$4.8M	Hold	200,000	–	–	0.83%	29
2019 Q3	$4.76M	Sell	200,000 -42,652	-18%	-$1M	0.8%	32
2019 Q2	$5.79M	Sell	242,652 -17,839	-7%	-$415K	0.91%	32
2019 Q1	$5.92M	Sell	260,491 -11,416	-4%	-$269K	0.72%	35
2018 Q4	$6.74M	Buy	271,907 +249,648	+1,122%	+$6.24M	0.79%	38
2018 Q3	$598K	Sell	22,259 -50	-0.2%	-$1.36K	0.05%	98
2018 Q2	$617K	Sell	22,309 -604	-3%	-$16.2K	0.05%	99
2018 Q1	$592K	Buy	22,913 +8,761	+62%	+$217K	0.05%	100
2017 Q4	$341K	Sell	14,152 -178	-1%	-$4.22K	0.03%	99
2017 Q3	$345K	Hold	14,330	–	–	0.03%	107
2017 Q2	$328K	Buy	14,330 +180	+1%	+$4.04K	0.03%	113
2017 Q1	$310K	Buy	+14,150	New	+$287K	0.02%	117

Other funds holding ISTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mendon Capital Advisors's ISTR Position: Q2 2026 in Review

Mendon Capital Advisors increased its Investar Holding Corp (ISTR) stake by 52% in Q2 2026, buying an estimated $563K and bringing the position to 57,740 shares worth $1.73M. The position accounts for 0.61% of the portfolio, ranked #38.

Mendon Capital Advisors first reported a position in ISTR in Q1 2017 and has held it in 17 quarters since. The position peaked at $6.74M in Q4 2018. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

Mendon Capital Advisors held 57,740 shares of Investar Holding Corp worth $1.73M as of Q2 2026.
Mendon Capital Advisors bought 19,703 Investar Holding Corp shares in Q2 2026, an estimated $563K.
Investar Holding Corp made up 0.61% of Mendon Capital Advisors's portfolio in Q2 2026, its #38 holding.
Mendon Capital Advisors first reported a position in Investar Holding Corp in Q1 2017 and has held it in 17 quarters since.
Mendon Capital Advisors's Investar Holding Corp position peaked at $6.74M in Q4 2018.
123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Mendon Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.