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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ritholtz Wealth Management's ISTR Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Investar Holding Corp (ISTR) stake by 1.1% in Q2 2026, selling an estimated $6.68K and leaving 21,009 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #773.

Ritholtz Wealth Management first reported a position in ISTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.3M in Q4 2024. 122 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

Ritholtz Wealth Management held 21,009 shares of Investar Holding Corp worth $629K as of Q2 2026.
Ritholtz Wealth Management sold 234 Investar Holding Corp shares in Q2 2026, an estimated $6.68K.
Investar Holding Corp made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #773 holding.
Ritholtz Wealth Management first reported a position in Investar Holding Corp in Q1 2024 and has held it in 10 quarters since.
Ritholtz Wealth Management's Investar Holding Corp position peaked at $1.3M in Q4 2024.
122 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.