Root Financial Partners’s Investar Holding Corp ISTR Stock Holding History

Root Financial Partners’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	–	Sell	-24	Closed	-$654	–	1796
2026 Q1	$654	Buy	+24	New	+$671	﹤0.01%	2771

Other funds holding ISTR

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Glass Wealth Management San Antonio, Texas $299M AUM 66.9% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Root Financial Partners's ISTR Position: Q2 2026 in Review

Root Financial Partners sold out of Investar Holding Corp (ISTR) in Q2 2026, closing a stake of 24 shares — an estimated $654 sold.

Root Financial Partners first reported a position in ISTR in Q1 2026 and held it in 1 quarter. The position peaked at $654 in Q1 2026. 22 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

Root Financial Partners reported no remaining Investar Holding Corp position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 24 Investar Holding Corp shares in Q2 2026, an estimated $654.
Root Financial Partners first reported a position in Investar Holding Corp in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Investar Holding Corp position peaked at $654 in Q1 2026.
22 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.