Chuck Royce's ISTR Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 295,834 shares of Investar Holding Corporation (ISTR) worth $7.9 M, representing 0.08% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in ISTR, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 106,540 shares. Largest reduction occurred in Q4 2020, reducing 50,600 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Investar Holding Corporation (ISTR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Investar Holding Corporation (ISTR) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -20,378 | Reduce 6.44% | 295,834 | $26.72 |
| Q3 2025 | -3,000 | Reduce 0.94% | 316,212 | $23.21 |
| Q2 2025 | +106,540 | Add 50.10% | 319,212 | $19.32 |
| Q1 2025 | -10,500 | Reduce 4.70% | 212,672 | $17.61 |
| Q4 2024 | -35,438 | Reduce 13.70% | 223,172 | $21.96 |
| Q1 2024 | -5,700 | Reduce 2.16% | 258,610 | $16.36 |
| Q2 2023 | -6,300 | Reduce 2.33% | 264,310 | $12.11 |
| Q1 2023 | +13,300 | Add 5.17% | 270,610 | $13.96 |
| Q3 2022 | -3,000 | Reduce 1.15% | 257,310 | $19.90 |
| Q2 2022 | -2,000 | Reduce 0.76% | 260,310 | $21.90 |
| Q1 2022 | -4,600 | Reduce 1.72% | 262,310 | $19.09 |
| Q4 2021 | +20,210 | Add 8.19% | 266,910 | $18.41 |
| Q1 2021 | +54,900 | Add 28.62% | 246,700 | $20.55 |
| Q4 2020 | -50,600 | Reduce 20.87% | 191,800 | $16.54 |
| Q2 2020 | +38,100 | Add 18.65% | 242,400 | $14.50 |
| Q1 2020 | +22,600 | Add 12.44% | 204,300 | $12.77 |
| Q4 2019 | +6,500 | Add 3.71% | 181,700 | $24.00 |
| Q3 2019 | +5,300 | Add 3.12% | 175,200 | $23.80 |
| Q4 2018 | +42,900 | Add 33.78% | 169,900 | $24.80 |
| Q3 2018 | +28,200 | Add 28.54% | 127,000 | $26.85 |
| Q2 2018 | +98,800 | New Buy | 98,800 | $27.65 |
Chuck Royce's Investar Holding Corporation Investment FAQs
Chuck Royce first purchased Investar Holding Corporation (ISTR) in Q2 2018, acquiring 98,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Investar Holding Corporation (ISTR) for 31 quarters since Q2 2018.
Chuck Royce's largest addition to Investar Holding Corporation (ISTR) was in Q2 2025, adding 319,212 shares worth $6.17 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 295,834 shares of Investar Holding Corporation (ISTR), valued at approximately $7.9 M.
As of the Q4 2025 filing, Investar Holding Corporation (ISTR) represents approximately 0.08% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Investar Holding Corporation (ISTR) was 319,212 shares, as reported at the end of Q2 2025.