TWD
ISTR icon

True Wealth Design’s Investar Holding Corp ISTR Stock Holding History

True Wealth Design’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 		$90 Sell
3
-1
-25% -$29 ﹤0.01% 2550
2026
Q1 		$110 Hold
4
– – ﹤0.01% 2457
2025
Q4 		$107 Buy
4
+1
+33% +$25 ﹤0.01% 2330
2025
Q3 		$70 Buy
+3
New +$67 ﹤0.01% 2521

Other funds holding ISTR

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
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

True Wealth Design's ISTR Position: Q2 2026 in Review

True Wealth Design reduced its Investar Holding Corp (ISTR) stake by 25% in Q2 2026, selling an estimated $29 and leaving 3 shares worth $90. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

True Wealth Design first reported a position in ISTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $110 in Q1 2026. 8 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • True Wealth Design held 3 shares of Investar Holding Corp worth $90 as of Q2 2026.
  • True Wealth Design sold 1 Investar Holding Corp share in Q2 2026, an estimated $29.
  • Investar Holding Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2550 holding.
  • True Wealth Design first reported a position in Investar Holding Corp in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's Investar Holding Corp position peaked at $110 in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.