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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Savant Capital's ISTR Position: Q1 2026 in Review

Savant Capital held its Investar Holding Corp (ISTR) position steady in Q1 2026 at 13,243 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Savant Capital first reported a position in ISTR in Q1 2021 and has held it in 10 quarters since. 111 funds tracked by Wall St. Rank hold ISTR as of Q1 2026.

  • Savant Capital held 13,243 shares of Investar Holding Corp worth $361K as of Q1 2026.
  • Savant Capital left its Investar Holding Corp share count unchanged in Q1 2026.
  • Investar Holding Corp made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #1079 holding.
  • Savant Capital first reported a position in Investar Holding Corp in Q1 2021 and has held it in 10 quarters since.
  • 111 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.