UBS Group’s Investar Holding Corp ISTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $126K | Buy |
4,612
+468
| +11% | +$13.1K | ﹤0.01% | 6890 |
|
|
2025
Q4 | $111K | Sell |
4,144
-17,014
| -80% | -$418K | ﹤0.01% | 6866 |
|
|
2025
Q3 | $491K | Buy |
21,158
+16,302
| +336% | +$366K | ﹤0.01% | 6108 |
|
|
2025
Q2 | $93.8K | Sell |
4,856
-1,108
| -19% | -$20.4K | ﹤0.01% | 7288 |
|
|
2025
Q1 | $105K | Sell |
5,964
-1,098
| -16% | -$20.6K | ﹤0.01% | 7016 |
|
|
2024
Q4 | $155K | Sell |
7,062
-398
| -5% | -$8.72K | ﹤0.01% | 6612 |
|
|
2024
Q3 | $145K | Buy |
7,460
+2,316
| +45% | +$40.7K | ﹤0.01% | 6096 |
|
|
2024
Q2 | $79.2K | Buy |
5,144
+3,688
| +253% | +$58.3K | ﹤0.01% | 6343 |
|
|
2024
Q1 | $23.8K | Sell |
1,456
-1,085
| -43% | -$17.9K | ﹤0.01% | 6844 |
|
|
2023
Q4 | $37.9K | Buy |
2,541
+2,330
| +1,104% | +$26.5K | ﹤0.01% | 6705 |
|
|
2023
Q3 | $2.23K | Buy |
211
+86
| +69% | +$1.1K | ﹤0.01% | 7740 |
|
|
2023
Q2 | $1.51K | Sell |
125
-1,633
| -93% | -$20K | ﹤0.01% | 7902 |
|
|
2023
Q1 | $24.5K | Buy |
1,758
+261
| +17% | +$5.03K | ﹤0.01% | 6933 |
|
|
2022
Q4 | $32.2K | Sell |
1,497
-59
| -4% | -$1.26K | ﹤0.01% | 7163 |
|
|
2022
Q3 | $31K | Buy |
+1,556
| New | +$33.9K | ﹤0.01% | 6830 |
|
|
2022
Q2 | – | Sell |
-383
| Closed | -$7K | – | 10613 |
|
|
2022
Q1 | $7K | Buy |
+383
| New | +$7.42K | ﹤0.01% | 8820 |
|
|
2021
Q4 | – | Sell |
-663
| Closed | -$15K | – | 10472 |
|
|
2021
Q3 | $15K | Buy |
663
+569
| +605% | +$12.6K | ﹤0.01% | 7502 |
|
|
2021
Q2 | $2K | Sell |
94
-3,294
| -97% | -$72.8K | ﹤0.01% | 8958 |
|
|
2021
Q1 | $70K | Buy |
3,388
+1,782
| +111% | +$33.5K | ﹤0.01% | 6235 |
|
|
2020
Q4 | $27K | Buy |
1,606
+150
| +10% | +$2.31K | ﹤0.01% | 6722 |
|
|
2020
Q3 | $19K | Sell |
1,456
-1,870
| -56% | -$25.5K | ﹤0.01% | 6347 |
|
|
2020
Q2 | $48K | Sell |
3,326
-2,037
| -38% | -$26K | ﹤0.01% | 5892 |
|
|
2020
Q1 | $68K | Sell |
5,363
-7,040
| -57% | -$143K | ﹤0.01% | 5583 |
|
|
2019
Q4 | $298K | Buy |
12,403
+4,491
| +57% | +$110K | ﹤0.01% | 5296 |
|
|
2019
Q3 | $188K | Buy |
7,912
+4,836
| +157% | +$114K | ﹤0.01% | 5292 |
|
|
2019
Q2 | $73K | Buy |
+3,076
| New | +$71.6K | ﹤0.01% | 5610 |
|
|
2019
Q1 | – | Sell |
-3,277
| Closed | -$81K | – | 7919 |
|
|
2018
Q4 | $81K | Buy |
3,277
+685
| +26% | +$17.1K | ﹤0.01% | 5717 |
|
|
2018
Q3 | $70K | Buy |
2,592
+989
| +62% | +$26.9K | ﹤0.01% | 5882 |
|
|
2018
Q2 | $44K | Buy |
1,603
+308
| +24% | +$8.28K | ﹤0.01% | 6080 |
|
|
2018
Q1 | $33K | Sell |
1,295
-411
| -24% | -$10.2K | ﹤0.01% | 6015 |
|
|
2017
Q4 | $41K | Buy |
1,706
+374
| +28% | +$8.87K | ﹤0.01% | 6000 |
|
|
2017
Q3 | $32K | Buy |
+1,332
| New | +$30.2K | ﹤0.01% | 6114 |
|
|
2016
Q4 | – | Sell |
-9
| Closed | – | – | 7888 |
|
|
2016
Q3 | $0 | Buy |
+9
| New | +$139 | ﹤0.01% | 7795 |
|
|
2016
Q2 | – | Sell |
-1,186
| Closed | -$17K | – | 7841 |
|
|
2016
Q1 | $17K | Buy |
1,186
+963
| +432% | +$14.8K | ﹤0.01% | 6320 |
|
|
2015
Q4 | $4K | Sell |
223
-91
| -29% | -$1.52K | ﹤0.01% | 7777 |
|
|
2015
Q3 | $5K | Sell |
314
-4,665
| -94% | -$72.7K | ﹤0.01% | 7706 |
|
|
2015
Q2 | $76K | Buy |
4,979
+3,882
| +354% | +$60.7K | ﹤0.01% | 5634 |
|
|
2015
Q1 | $19K | Sell |
1,097
-328
| -23% | -$4.9K | ﹤0.01% | 7034 |
|
|
2014
Q4 | $20K | Buy |
+1,425
| New | +$19.4K | ﹤0.01% | 7668 |
|
Other funds holding ISTR
FL
VCM
BFC
RA
UBS Group's ISTR Position: Q1 2026 in Review
UBS Group increased its Investar Holding Corp (ISTR) stake by 11% in Q1 2026, buying an estimated $13.1K and bringing the position to 4,612 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #6890.
UBS Group first reported a position in ISTR in Q4 2014 and has held it in 39 quarters since. The position peaked at $491K in Q3 2025. 111 funds tracked by Wall St. Rank hold ISTR as of Q1 2026.
- UBS Group held 4,612 shares of Investar Holding Corp worth $126K as of Q1 2026.
- UBS Group bought 468 Investar Holding Corp shares in Q1 2026, an estimated $13.1K.
- Investar Holding Corp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6890 holding.
- UBS Group first reported a position in Investar Holding Corp in Q4 2014 and has held it in 39 quarters since.
- UBS Group's Investar Holding Corp position peaked at $491K in Q3 2025.
- 111 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.