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

Stratos 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 Q1	$329K	Hold	12,065	–	–	﹤0.01%	1268
2025 Q4	$322K	Hold	12,065	–	–	﹤0.01%	1247
2025 Q3	$280K	Hold	12,065	–	–	﹤0.01%	1284
2025 Q2	$233K	Hold	12,065	–	–	﹤0.01%	1260
2025 Q1	$212K	Sell	12,065 -30	-0.2%	-$563	﹤0.01%	1249
2024 Q4	$266K	Hold	12,095	–	–	﹤0.01%	1201
2024 Q3	$235K	Buy	12,095 +30	+0.2%	+$528	﹤0.01%	1263
2024 Q2	$186K	Hold	12,065	–	–	﹤0.01%	1278
2024 Q1	$197K	Hold	12,065	–	–	﹤0.01%	1291
2023 Q4	$180K	Buy	+12,065	New	+$137K	﹤0.01%	1288
2019 Q1	–	Sell	-8,048	Closed	-$200K	–	947
2018 Q4	$200K	Hold	8,048	–	–	0.01%	795
2018 Q3	$216K	Hold	8,048	–	–	0.01%	815
2018 Q2	$223K	Hold	8,048	–	–	0.01%	859
2018 Q1	$208K	Hold	8,048	–	–	0.01%	877
2017 Q4	$194K	Buy	+8,048	New	+$191K	0.01%	895

Other funds holding ISTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stratos Wealth Partners's ISTR Position: Q1 2026 in Review

Stratos Wealth Partners held its Investar Holding Corp (ISTR) position steady in Q1 2026 at 12,065 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Stratos Wealth Partners first reported a position in ISTR in Q4 2017 and has held it in 15 quarters since. 111 funds tracked by Wall St. Rank hold ISTR as of Q1 2026.

Stratos Wealth Partners held 12,065 shares of Investar Holding Corp worth $329K as of Q1 2026.
Stratos Wealth Partners left its Investar Holding Corp share count unchanged in Q1 2026.
Investar Holding Corp made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1268 holding.
Stratos Wealth Partners first reported a position in Investar Holding Corp in Q4 2017 and has held it in 15 quarters since.
111 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.