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Allworth Financial’s Investar Holding Corp ISTR Stock Holding History

Allworth Financial’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 		$4.85K Buy
162
+68
+72% +$1.94K ﹤0.01% 4132
2026
Q1 		$2.56K Buy
94
+60
+176% +$1.68K ﹤0.01% 4266
2025
Q4 		$909 Buy
34
+1
+3% +$25 ﹤0.01% 4387
2025
Q3 		$766 Buy
33
+16
+94% +$359 ﹤0.01% 4326
2025
Q2 		$329 Buy
+17
New +$314 ﹤0.01% 4226

Other funds holding ISTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Allworth Financial's ISTR Position: Q2 2026 in Review

Allworth Financial increased its Investar Holding Corp (ISTR) stake by 72% in Q2 2026, buying an estimated $1.94K and bringing the position to 162 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #4132.

Allworth Financial first reported a position in ISTR in Q2 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • Allworth Financial held 162 shares of Investar Holding Corp worth $4.85K as of Q2 2026.
  • Allworth Financial bought 68 Investar Holding Corp shares in Q2 2026, an estimated $1.94K.
  • Investar Holding Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4132 holding.
  • Allworth Financial first reported a position in Investar Holding Corp in Q2 2025 and has held it in 5 quarters since.
  • 123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.