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Investar Holding shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Investar Holding (ISTR) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Investar Holding

Tip: Access up to 7 years of quarterly data

All positions including Investar Holding held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investar Holding by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $431k 19k 23.21
2025-06-30 $262k 14k 19.32
2025-03-31 $754k 43k 17.61
2024-12-31 $1.3M 59k 21.96
2024-09-30 $757k 39k 19.40
2024-06-30 $318k 21k 15.40
2024-03-31 $176k 11k 16.36

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View all positions for Comprehensive Portfolio Management

Top funds holding Investar Holding

BlackRock
Vanguard Group
Alliancebernstein
Dimensional Fund Advisors
Banc Funds Company
Royce & Associates
Wellington Management Company
Fourthstone
Sandler O'Neill Asset Management
Geode Capital Management
Acadian Asset Management
Kennedy Capital Management
State Street Corporation
Bridgeway Capital Management
Petiole USA

View all funds holding Investar Holding