R Squared’s Investar Holding Corp ISTR Stock Holding History

R Squared’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 Q1	–	Sell	-160	Closed	-$3.51K	–	886
2024 Q4	$3.51K	Buy	+160	New	+$3.51K	﹤0.01%	1383

Other funds holding ISTR

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

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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

MCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

R Squared's ISTR Position: Q1 2025 in Review

R Squared sold out of Investar Holding Corp (ISTR) in Q1 2025, closing a stake of 160 shares — an estimated $3.51K sold.

R Squared first reported a position in ISTR in Q4 2024 and held it in 1 quarter. The position peaked at $3.51K in Q4 2024. 85 funds tracked by Wall St. Rank hold ISTR as of Q1 2025.

R Squared reported no remaining Investar Holding Corp position as of Q1 2025 after selling out during the quarter.
R Squared sold 160 Investar Holding Corp shares in Q1 2025, an estimated $3.51K.
R Squared first reported a position in Investar Holding Corp in Q4 2024 and held it in 1 quarter.
R Squared's Investar Holding Corp position peaked at $3.51K in Q4 2024.
85 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.