Ritholtz Wealth Management’s Investar Holding Corp ISTR Stock Holding History

Ritholtz Wealth 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	$579K	Sell	21,243 -8	-0%	-$224	0.01%	740
2025 Q4	$568K	Buy	21,251 +2,682	+14%	+$65.9K	0.01%	678
2025 Q3	$431K	Buy	18,569 +5,003	+37%	+$112K	0.01%	722
2025 Q2	$262K	Sell	13,566 -29,227	-68%	-$539K	0.01%	840
2025 Q1	$754K	Sell	42,793 -16,440	-28%	-$308K	0.02%	472
2024 Q4	$1.3M	Buy	59,233 +20,196	+52%	+$443K	0.04%	311
2024 Q3	$757K	Buy	39,037 +18,367	+89%	+$323K	0.02%	443
2024 Q2	$318K	Buy	20,670 +9,921	+92%	+$157K	0.01%	640
2024 Q1	$176K	Buy	+10,749	New	+$177K	0.01%	749

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ritholtz Wealth Management's ISTR Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Investar Holding Corp (ISTR) stake by 0.04% in Q1 2026, selling an estimated $224 and leaving 21,243 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #740.

Ritholtz Wealth Management first reported a position in ISTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.3M in Q4 2024. 111 funds tracked by Wall St. Rank hold ISTR as of Q1 2026.

Ritholtz Wealth Management held 21,243 shares of Investar Holding Corp worth $579K as of Q1 2026.
Ritholtz Wealth Management sold 8 Investar Holding Corp shares in Q1 2026, an estimated $224.
Investar Holding Corp made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #740 holding.
Ritholtz Wealth Management first reported a position in Investar Holding Corp in Q1 2024 and has held it in 9 quarters since.
Ritholtz Wealth Management's Investar Holding Corp position peaked at $1.3M in Q4 2024.
111 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.