Petiole USA’s Investar Holding Corp ISTR Stock Holding History

Petiole USA’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 Q4	–	Sell	-118,469	Closed	-$2.75M	–	36
2025 Q3	$2.75M	Sell	118,469 -27,600	-19%	-$619K	1.9%	25
2025 Q2	$2.82M	Hold	146,069	–	–	2%	23
2025 Q1	$2.57M	Hold	146,069	–	–	1.82%	25
2024 Q4	$3.21M	Sell	146,069 -25,974	-15%	-$569K	2.02%	23
2024 Q3	$3.34M	Hold	172,043	–	–	2.18%	21
2024 Q2	$2.65M	Hold	172,043	–	–	2.22%	22
2024 Q1	$2.81M	Hold	172,043	–	–	2.2%	22
2023 Q4	$2.57M	Hold	172,043	–	–	1.9%	23
2023 Q3	$1.82M	Hold	172,043	–	–	1.67%	24
2023 Q2	$2.08M	Hold	172,043	–	–	2.04%	23
2023 Q1	$2.4M	Hold	172,043	–	–	2.01%	22
2022 Q4	$3.7M	Hold	172,043	–	–	2.71%	20
2022 Q3	$3.42M	Hold	172,043	–	–	2.55%	22
2022 Q2	$3.77M	Hold	172,043	–	–	3.29%	12
2022 Q1	$3.28M	Hold	172,043	–	–	2.54%	17
2021 Q4	$3.17M	Buy	+172,043	New	+$3.22M	2.27%	21

Other funds holding ISTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Petiole USA's ISTR Position: Q4 2025 in Review

Petiole USA sold out of Investar Holding Corp (ISTR) in Q4 2025, closing a stake of 118,469 shares — an estimated $2.75M sold.

Petiole USA first reported a position in ISTR in Q4 2021 and held it in 16 quarters. The position peaked at $3.77M in Q2 2022. 100 funds tracked by Wall St. Rank hold ISTR as of Q4 2025.

Petiole USA reported no remaining Investar Holding Corp position as of Q4 2025 after selling out during the quarter.
Petiole USA sold 118,469 Investar Holding Corp shares in Q4 2025, an estimated $2.75M.
Petiole USA first reported a position in Investar Holding Corp in Q4 2021 and held it in 16 quarters.
Petiole USA's Investar Holding Corp position peaked at $3.77M in Q2 2022.
100 funds tracked by Wall St. Rank held Investar Holding Corp as of Q4 2025.

Based on Petiole USA's 13F filing for Q4 2025, filed 13 Feb 2026.