Osaic Holdings
ISTR icon

Osaic Holdings’s Investar Holding Corp ISTR Stock Holding History

Osaic Holdings’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
Q3 		– Sell
-1,126
Closed -$21.8K – 7944
2025
Q2 		$21.8K Sell
1,126
-1,115
-50% -$20.6K ﹤0.01% 5635
2025
Q1 		$39.5K Buy
2,241
+1,127
+101% +$21.1K ﹤0.01% 4887
2024
Q4 		$24.5K Buy
1,114
+5
+0.5% +$110 ﹤0.01% 5208
2024
Q3 		$21.5K Buy
+1,109
New +$19.5K ﹤0.01% 5345
2022
Q3 		– Sell
-908
Closed -$20K – 7382
2022
Q2 		$20K Buy
+908
New +$18.6K ﹤0.01% 5609
2022
Q1 		– Sell
-200
Closed -$4K – 7360
2021
Q4 		$4K Hold
200
– – ﹤0.01% 6752
2021
Q3 		$4K Hold
200
– – ﹤0.01% 6630
2021
Q2 		$5K Hold
200
– – ﹤0.01% 6367
2021
Q1 		$4K Hold
200
– – ﹤0.01% 6270
2020
Q4 		$3K Hold
200
– – ﹤0.01% 5957
2020
Q3 		$3K Hold
200
– – ﹤0.01% 5730
2020
Q2 		$3K Hold
200
– – ﹤0.01% 5670
2020
Q1 		$3K Buy
+200
New +$4.07K ﹤0.01% 5541

Other funds holding ISTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osaic Holdings's ISTR Position: Q3 2025 in Review

Osaic Holdings sold out of Investar Holding Corp (ISTR) in Q3 2025, closing a stake of 1,126 shares — an estimated $21.8K sold.

Osaic Holdings first reported a position in ISTR in Q1 2020 and held it in 13 quarters. The position peaked at $39.5K in Q1 2025. 95 funds tracked by Wall St. Rank hold ISTR as of Q3 2025.

  • Osaic Holdings reported no remaining Investar Holding Corp position as of Q3 2025 after selling out during the quarter.
  • Osaic Holdings sold 1,126 Investar Holding Corp shares in Q3 2025, an estimated $21.8K.
  • Osaic Holdings first reported a position in Investar Holding Corp in Q1 2020 and held it in 13 quarters.
  • Osaic Holdings's Investar Holding Corp position peaked at $39.5K in Q1 2025.
  • 95 funds tracked by Wall St. Rank held Investar Holding Corp as of Q3 2025.

Based on Osaic Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.