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Wilmington Savings Fund Society’s Investar Holding Corp ISTR Stock Holding History

Wilmington Savings Fund Society’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
2025
Q3 		– Sell
-303
Closed -$5.85K – 1710
2025
Q2 		$5.85K Hold
303
– – ﹤0.01% 1736
2025
Q1 		$5.34K Hold
303
– – ﹤0.01% 1770
2024
Q4 		$6.65K Hold
303
– – ﹤0.01% 1746
2024
Q3 		$5.88K Buy
+303
New +$5.33K ﹤0.01% 1753

Other funds holding ISTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wilmington Savings Fund Society's ISTR Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Investar Holding Corp (ISTR) in Q3 2025, closing a stake of 303 shares — an estimated $5.85K sold.

Wilmington Savings Fund Society first reported a position in ISTR in Q3 2024 and held it in 4 quarters. The position peaked at $6.65K in Q4 2024. 95 funds tracked by Wall St. Rank hold ISTR as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Investar Holding Corp position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 303 Investar Holding Corp shares in Q3 2025, an estimated $5.85K.
  • Wilmington Savings Fund Society first reported a position in Investar Holding Corp in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Investar Holding Corp position peaked at $6.65K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held Investar Holding Corp as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.