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Sequoia Financial Advisors’s Investar Holding Corp ISTR Stock Holding History

Sequoia Financial Advisors’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 		$210K Buy
+7,021
New +$201K ﹤0.01% 1948

Other funds holding ISTR

SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Sequoia Financial Advisors's ISTR Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Investar Holding Corp (ISTR) in Q2 2026: 7,021 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1948 among its holdings.

8 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • Sequoia Financial Advisors held 7,021 shares of Investar Holding Corp worth $210K as of Q2 2026.
  • Investar Holding Corp was a new Sequoia Financial Advisors position in Q2 2026.
  • Investar Holding Corp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1948 holding.
  • 8 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.