Savant Capital’s Investar Holding Corp ISTR Stock Holding History

Savant Capital’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	$397K	Buy	13,253 +10	+0.1%	+$286	﹤0.01%	1340
2026 Q1	$361K	Hold	13,243	–	–	﹤0.01%	1079
2025 Q4	$354K	Hold	13,243	–	–	﹤0.01%	978
2025 Q3	$307K	Hold	13,243	–	–	﹤0.01%	1025
2025 Q2	$256K	Buy	13,243 +834	+7%	+$15.4K	﹤0.01%	1029
2025 Q1	$219K	Hold	12,409	–	–	﹤0.01%	971
2024 Q4	$273K	Sell	12,409 -2,200	-15%	-$48.2K	﹤0.01%	1156
2024 Q3	$283K	Buy	14,609 +1,272	+10%	+$22.4K	﹤0.01%	1113
2024 Q2	$205K	Buy	+13,337	New	+$211K	﹤0.01%	1129
2022 Q1	–	Sell	-11,696	Closed	-$215K	–	578
2021 Q4	$215K	Buy	+11,696	New	+$219K	0.01%	531
2021 Q2	–	Sell	-11,132	Closed	-$229K	–	503
2021 Q1	$229K	Buy	+11,132	New	+$209K	0.01%	423

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

Savant Capital's ISTR Position: Q2 2026 in Review

Savant Capital increased its Investar Holding Corp (ISTR) stake by 0.08% in Q2 2026, buying an estimated $286 and bringing the position to 13,253 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Savant Capital first reported a position in ISTR in Q1 2021 and has held it in 11 quarters since. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

Savant Capital held 13,253 shares of Investar Holding Corp worth $397K as of Q2 2026.
Savant Capital bought 10 Investar Holding Corp shares in Q2 2026, an estimated $286.
Investar Holding Corp made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1340 holding.
Savant Capital first reported a position in Investar Holding Corp in Q1 2021 and has held it in 11 quarters since.
123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.