AlTi Global’s Investar Holding Corp ISTR Stock Holding History

AlTi Global’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	–	Sell	-86,568	Closed	-$2.37M	–	517
2026 Q1	$2.37M	Buy	+86,568	New	+$2.42M	0.05%	146

Other funds holding ISTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AlTi Global's ISTR Position: Q2 2026 in Review

AlTi Global sold out of Investar Holding Corp (ISTR) in Q2 2026, closing a stake of 86,568 shares — an estimated $2.37M sold.

AlTi Global first reported a position in ISTR in Q1 2026 and held it in 1 quarter. The position peaked at $2.37M in Q1 2026. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

AlTi Global reported no remaining Investar Holding Corp position as of Q2 2026 after selling out during the quarter.
AlTi Global sold 86,568 Investar Holding Corp shares in Q2 2026, an estimated $2.37M.
AlTi Global first reported a position in Investar Holding Corp in Q1 2026 and held it in 1 quarter.
AlTi Global's Investar Holding Corp position peaked at $2.37M in Q1 2026.
123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.