O'Shaughnessy Asset Management’s Investar Holding Corp ISTR Stock Holding History

O'Shaughnessy Asset 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	$914K	Sell	30,499 -7,647	-20%	-$218K	﹤0.01%	1299
2026 Q1	$1.04M	Sell	38,146 -6,186	-14%	-$173K	0.01%	1160
2025 Q4	$1.18M	Sell	44,332 -1,867	-4%	-$45.9K	0.01%	1070
2025 Q3	$1.07M	Buy	46,199 +3,005	+7%	+$67.4K	0.01%	1089
2025 Q2	$835K	Sell	43,194 -23,726	-35%	-$438K	0.01%	1132
2025 Q1	$1.18M	Sell	66,920 -31,373	-32%	-$588K	0.01%	920
2024 Q4	$2.16M	Buy	98,293 +27,254	+38%	+$597K	0.02%	631
2024 Q3	$1.41M	Buy	71,039 +30,768	+76%	+$541K	0.01%	777
2024 Q2	$620K	Buy	40,271 +9,458	+31%	+$150K	0.01%	1030
2024 Q1	$504K	Buy	+30,813	New	+$508K	0.01%	1100

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

O'Shaughnessy Asset Management's ISTR Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Investar Holding Corp (ISTR) stake by 20% in Q2 2026, selling an estimated $218K and leaving 30,499 shares worth $914K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

O'Shaughnessy Asset Management first reported a position in ISTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.16M in Q4 2024. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

O'Shaughnessy Asset Management held 30,499 shares of Investar Holding Corp worth $914K as of Q2 2026.
O'Shaughnessy Asset Management sold 7,647 Investar Holding Corp shares in Q2 2026, an estimated $218K.
Investar Holding Corp made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1299 holding.
O'Shaughnessy Asset Management first reported a position in Investar Holding Corp in Q1 2024 and has held it in 10 quarters since.
O'Shaughnessy Asset Management's Investar Holding Corp position peaked at $2.16M in Q4 2024.
123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.