Sunbelt Securities’s Investar Holding Corp ISTR Stock Holding History

Sunbelt Securities’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	$27	Hold	1	–	–	﹤0.01%	2847
2025 Q4	$27	Buy	+1	New	+$25	﹤0.01%	2705

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

Sunbelt Securities's ISTR Position: Q1 2026 in Review

Sunbelt Securities held its Investar Holding Corp (ISTR) position steady in Q1 2026 at 1 share worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #2847.

Sunbelt Securities first reported a position in ISTR in Q4 2025 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold ISTR as of Q1 2026.

Sunbelt Securities held 1 share of Investar Holding Corp worth $27 as of Q1 2026.
Sunbelt Securities left its Investar Holding Corp share count unchanged in Q1 2026.
Investar Holding Corp made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2847 holding.
Sunbelt Securities first reported a position in Investar Holding Corp in Q4 2025 and has held it in 2 quarters since.
111 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.