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Strategic Wealth Partners’s Investar Holding Corp ISTR Stock Holding History

Strategic Wealth 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 		$19.6K Hold
653
– – ﹤0.01% 754
2026
Q1 		$17.8K Sell
653
-210
-24% -$5.87K ﹤0.01% 739
2025
Q4 		$23.1K Buy
863
+210
+32% +$5.16K ﹤0.01% 665
2025
Q3 		$15.2K Buy
+653
New +$14.7K ﹤0.01% 802

Other funds holding ISTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FL
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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Strategic Wealth Partners's ISTR Position: Q2 2026 in Review

Strategic Wealth Partners held its Investar Holding Corp (ISTR) position steady in Q2 2026 at 653 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Strategic Wealth Partners first reported a position in ISTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.1K in Q4 2025. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • Strategic Wealth Partners held 653 shares of Investar Holding Corp worth $19.6K as of Q2 2026.
  • Strategic Wealth Partners left its Investar Holding Corp share count unchanged in Q2 2026.
  • Investar Holding Corp made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #754 holding.
  • Strategic Wealth Partners first reported a position in Investar Holding Corp in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Investar Holding Corp position peaked at $23.1K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.