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 Q3	$491K	Sell	17,001 -4,008	-19%	-$120K	0.01%	878
2026 Q2	$629K	Sell	21,009 -234	-1%	-$6.68K	0.01%	773
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Ritholtz Wealth Management's ISTR Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Investar Holding Corp (ISTR) stake by 19% in Q3 2026, selling an estimated $120K and leaving 17,001 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #878.

Ritholtz Wealth Management first reported a position in ISTR in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.3M in Q4 2024. 69 funds tracked by Wall St. Rank hold ISTR as of Q3 2026.

Ritholtz Wealth Management held 17,001 shares of Investar Holding Corp worth $491K as of Q3 2026.
Ritholtz Wealth Management sold 4,008 Investar Holding Corp shares in Q3 2026, an estimated $120K.
Investar Holding Corp made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #878 holding.
Ritholtz Wealth Management first reported a position in Investar Holding Corp in Q1 2024 and has held it in 11 quarters since.
Ritholtz Wealth Management's Investar Holding Corp position peaked at $1.3M in Q4 2024.
69 funds tracked by Wall St. Rank held Investar Holding Corp as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.