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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
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
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