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Steel Grove Capital Advisors’s Investar Holding Corp ISTR Stock Holding History

Steel Grove Capital 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
Q1 		$1.14M Sell
41,640
-4,794
-10% -$134K 0.12% 101
2025
Q4 		$1.24M Buy
46,434
+443
+1% +$10.9K 0.13% 80
2025
Q3 		$889K Hold
45,991
– – 0.11% 100
2025
Q2 		$889K Buy
45,991
+256
+0.6% +$4.72K 0.11% 101
2025
Q1 		$805K Sell
45,735
-5,982
-12% -$112K 0.12% 92
2024
Q4 		$1.14M Buy
51,717
+232
+0.5% +$5.08K 0.16% 77
2024
Q3 		$1M Buy
51,485
+248
+0.5% +$4.36K 0.14% 81
2024
Q2 		$789K Buy
51,237
+276
+0.5% +$4.36K 0.11% 89
2024
Q1 		$834K Sell
50,961
-5,734
-10% -$94.6K 0.11% 97
2023
Q4 		$845K Buy
56,695
+531
+0.9% +$6.04K 0.11% 79
2023
Q3 		$595K Sell
56,164
-747
-1% -$9.6K 0.08% 100
2023
Q2 		$689K Buy
56,911
+1,451
+3% +$17.8K 0.09% 99
2023
Q1 		$774K Buy
55,460
+228
+0.4% +$4.39K 0.1% 97
2022
Q4 		$1.19M Sell
55,232
-2,123
-4% -$45.5K 0.17% 77
2022
Q3 		$1.14M Buy
57,355
+214
+0.4% +$4.67K 0.2% 72
2022
Q2 		$1.25M Buy
57,141
+224
+0.4% +$4.59K 0.23% 66
2022
Q1 		$1.09M Buy
56,917
+214
+0.4% +$4.15K 0.17% 72
2021
Q4 		$1.04M Buy
56,703
+218
+0.4% +$4.08K 0.21% 56
2021
Q3 		$1.24M Buy
56,485
+183
+0.3% +$4.07K 0.28% 60
2021
Q2 		$1.29M Buy
56,302
+2,694
+5% +$59.5K 0.35% 60
2021
Q1 		$1.1M Buy
53,608
+188
+0.4% +$3.53K 0.36% 64
2020
Q4 		$884K Buy
53,420
+213
+0.4% +$3.28K 0.29% 74
2020
Q3 		$682K Buy
53,207
+196
+0.4% +$2.67K 0.28% 72
2020
Q2 		$769K Buy
53,011
+224
+0.4% +$2.85K 0.34% 71
2020
Q1 		$674K Buy
52,787
+126
+0.2% +$2.56K 0.44% 60
2019
Q4 		$1.26M Buy
52,661
+115
+0.2% +$2.83K 0.71% 53
2019
Q3 		$1.25M Buy
52,546
+107
+0.2% +$2.52K 0.74% 54
2019
Q2 		$1.25M Buy
52,439
+108
+0.2% +$2.52K 0.78% 53
2019
Q1 		$1.19M Buy
52,331
+5,148
+11% +$121K 0.77% 56
2018
Q4 		$1.17M Buy
47,183
+580
+1% +$14.5K 0.17% 120
2018
Q3 		$1.25M Buy
46,603
+70
+0.2% +$1.9K 0.17% 113
2018
Q2 		$1.29M Buy
46,533
+64
+0.1% +$1.72K 0.21% 102
2018
Q1 		$1.2M Buy
46,469
+58
+0.1% +$1.44K 0.19% 112
2017
Q4 		$1.12M Buy
46,411
+59
+0.1% +$1.4K 0.17% 114
2017
Q3 		$1.12M Buy
46,352
+902
+2% +$20.5K 0.2% 97
2017
Q2 		$1.04M Buy
45,450
+40
+0.1% +$898 0.18% 109
2017
Q1 		$995K Buy
45,410
+29
+0.1% +$589 0.18% 111
2016
Q4 		$847K Hold
45,381
– – 0.17% 109
2016
Q3 		$697K Buy
45,381
+25,381
+127% +$392K 0.16% 95
2016
Q2 		$308K Buy
+20,000
New +$307K 0.08% 134

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

Steel Grove Capital Advisors's ISTR Position: Q1 2026 in Review

Steel Grove Capital Advisors reduced its Investar Holding Corp (ISTR) stake by 10% in Q1 2026, selling an estimated $134K and leaving 41,640 shares worth $1.14M. The position accounts for 0.12% of the portfolio, ranked #101.

Steel Grove Capital Advisors first reported a position in ISTR in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.29M in Q2 2021. 111 funds tracked by Wall St. Rank hold ISTR as of Q1 2026.

  • Steel Grove Capital Advisors held 41,640 shares of Investar Holding Corp worth $1.14M as of Q1 2026.
  • Steel Grove Capital Advisors sold 4,794 Investar Holding Corp shares in Q1 2026, an estimated $134K.
  • Investar Holding Corp made up 0.12% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #101 holding.
  • Steel Grove Capital Advisors first reported a position in Investar Holding Corp in Q2 2016 and has held it in 40 quarters since.
  • Steel Grove Capital Advisors's Investar Holding Corp position peaked at $1.29M in Q2 2021.
  • 111 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.