Charles Schwab
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Charles Schwab’s Investar Holding Corp ISTR Stock Holding History

Charles Schwab’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 		$1.17M Buy
39,191
+3,172
+9% +$90.6K ﹤0.01% 2960
2026
Q1 		$982K Buy
36,019
+10,069
+39% +$282K ﹤0.01% 2912
2025
Q4 		$693K Hold
25,950
– – ﹤0.01% 3051
2025
Q3 		$602K Sell
25,950
-1,526
-6% -$34.2K ﹤0.01% 3119
2025
Q2 		$531K Buy
27,476
+1,698
+7% +$31.3K ﹤0.01% 3118
2025
Q1 		$454K Hold
25,778
– – ﹤0.01% 3112
2024
Q4 		$566K Sell
25,778
-1,000
-4% -$21.9K ﹤0.01% 3110
2024
Q3 		$519K Buy
26,778
+1,706
+7% +$30K ﹤0.01% 3144
2024
Q2 		$386K Buy
+25,072
New +$396K ﹤0.01% 3293
2021
Q2 		– Sell
-23,047
Closed -$474K – 3477
2021
Q1 		$474K Buy
23,047
+106
+0.5% +$1.99K ﹤0.01% 3095
2020
Q4 		$380K Sell
22,941
-88
-0.4% -$1.35K ﹤0.01% 3079
2020
Q3 		$296K Sell
23,029
-1,417
-6% -$19.3K ﹤0.01% 3027
2020
Q2 		$355K Buy
24,446
+2,250
+10% +$28.7K ﹤0.01% 2968
2020
Q1 		$284K Hold
22,196
– – ﹤0.01% 2913
2019
Q4 		$533K Hold
22,196
– – ﹤0.01% 2797
2019
Q3 		$529K Hold
22,196
– – ﹤0.01% 2777
2019
Q2 		$530K Buy
22,196
+1,043
+5% +$24.3K ﹤0.01% 2782
2019
Q1 		$481K Sell
21,153
-206
-1% -$4.86K ﹤0.01% 2779
2018
Q4 		$530K Buy
21,359
+1,933
+10% +$48.3K ﹤0.01% 2744
2018
Q3 		$522K Hold
19,426
– – ﹤0.01% 2820
2018
Q2 		$538K Buy
19,426
+5,526
+40% +$148K ﹤0.01% 2785
2018
Q1 		$360K Hold
13,900
– – ﹤0.01% 2824
2017
Q4 		$335K Hold
13,900
– – ﹤0.01% 2842
2017
Q3 		$335K Hold
13,900
– – ﹤0.01% 2838
2017
Q2 		$319K Buy
+13,900
New +$312K ﹤0.01% 2842

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

Charles Schwab's ISTR Position: Q2 2026 in Review

Charles Schwab increased its Investar Holding Corp (ISTR) stake by 8.8% in Q2 2026, buying an estimated $90.6K and bringing the position to 39,191 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

Charles Schwab first reported a position in ISTR in Q2 2017 and has held it in 25 quarters since. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • Charles Schwab held 39,191 shares of Investar Holding Corp worth $1.17M as of Q2 2026.
  • Charles Schwab bought 3,172 Investar Holding Corp shares in Q2 2026, an estimated $90.6K.
  • Investar Holding Corp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2960 holding.
  • Charles Schwab first reported a position in Investar Holding Corp in Q2 2017 and has held it in 25 quarters since.
  • 123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.