Geode Capital Management
ISTR icon

Geode Capital Management’s Investar Holding Corp ISTR Stock Holding History

Geode Capital Management’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
Q1 		$8.19M Buy
300,099
+76,766
+34% +$2.15M ﹤0.01% 2485
2025
Q4 		$5.97M Sell
223,333
-8,608
-4% -$212K ﹤0.01% 2678
2025
Q3 		$5.38M Buy
231,941
+1,381
+0.6% +$31K ﹤0.01% 2741
2025
Q2 		$4.45M Buy
230,560
+2,639
+1% +$48.7K ﹤0.01% 2788
2025
Q1 		$4.01M Buy
227,921
+7,152
+3% +$134K ﹤0.01% 2753
2024
Q4 		$4.85M Sell
220,769
-1,285
-0.6% -$28.2K ﹤0.01% 2769
2024
Q3 		$4.31M Buy
222,054
+530
+0.2% +$9.32K ﹤0.01% 2838
2024
Q2 		$3.41M Buy
221,524
+110,427
+99% +$1.75M ﹤0.01% 2926
2024
Q1 		$1.82M Buy
111,097
+2,438
+2% +$40.2K ﹤0.01% 3144
2023
Q4 		$1.62M Buy
108,659
+3,895
+4% +$44.3K ﹤0.01% 3176
2023
Q3 		$1.11M Buy
104,764
+9,382
+10% +$121K ﹤0.01% 3277
2023
Q2 		$1.16M Sell
95,382
-4,505
-5% -$55.2K ﹤0.01% 3290
2023
Q1 		$1.39M Buy
99,887
+309
+0.3% +$5.96K ﹤0.01% 3193
2022
Q4 		$2.14M Buy
99,578
+368
+0.4% +$7.89K ﹤0.01% 3007
2022
Q3 		$1.97M Buy
99,210
+167
+0.2% +$3.64K ﹤0.01% 3086
2022
Q2 		$2.17M Sell
99,043
-2,515
-2% -$51.5K ﹤0.01% 3083
2022
Q1 		$1.94M Sell
101,558
-259
-0.3% -$5.02K ﹤0.01% 3275
2021
Q4 		$1.87M Sell
101,817
-104
-0.1% -$1.95K ﹤0.01% 3392
2021
Q3 		$2.24M Buy
101,921
+1,004
+1% +$22.3K ﹤0.01% 3296
2021
Q2 		$2.31M Sell
100,917
-55,602
-36% -$1.23M ﹤0.01% 3224
2021
Q1 		$3.22M Buy
156,519
+1,203
+0.8% +$22.6K ﹤0.01% 3006
2020
Q4 		$2.57M Buy
155,316
+972
+0.6% +$15K ﹤0.01% 2943
2020
Q3 		$1.98M Buy
154,344
+3,709
+2% +$50.6K ﹤0.01% 2878
2020
Q2 		$2.18M Buy
150,635
+14,752
+11% +$188K ﹤0.01% 2792
2020
Q1 		$1.74M Buy
135,883
+14,612
+12% +$297K ﹤0.01% 2745
2019
Q4 		$2.91M Buy
121,271
+1,075
+0.9% +$26.4K ﹤0.01% 2778
2019
Q3 		$2.86M Sell
120,196
-87
-0.1% -$2.04K ﹤0.01% 2722
2019
Q2 		$2.87M Buy
120,283
+37,809
+46% +$881K ﹤0.01% 2726
2019
Q1 		$1.87M Buy
82,474
+3,955
+5% +$93.3K ﹤0.01% 2891
2018
Q4 		$1.95M Buy
78,519
+6,566
+9% +$164K ﹤0.01% 2790
2018
Q3 		$1.93M Buy
71,953
+3,143
+5% +$85.5K ﹤0.01% 2905
2018
Q2 		$1.9M Buy
68,810
+6,279
+10% +$169K ﹤0.01% 2886
2018
Q1 		$1.62M Buy
62,531
+951
+2% +$23.6K ﹤0.01% 2879
2017
Q4 		$1.48M Buy
61,580
+792
+1% +$18.8K ﹤0.01% 2924
2017
Q3 		$1.46M Buy
60,788
+18,214
+43% +$413K ﹤0.01% 2931
2017
Q2 		$974K Buy
42,574
+28,101
+194% +$631K ﹤0.01% 3117
2017
Q1 		$316K Buy
14,473
+1,217
+9% +$24.7K ﹤0.01% 3490
2016
Q4 		$247K Buy
13,256
+120
+0.9% +$2.06K ﹤0.01% 3542
2016
Q3 		$201K Buy
+13,136
New +$203K ﹤0.01% 3609

Other funds holding ISTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management's ISTR Position: Q1 2026 in Review

Geode Capital Management increased its Investar Holding Corp (ISTR) stake by 34% in Q1 2026, buying an estimated $2.15M and bringing the position to 300,099 shares worth $8.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

Geode Capital Management first reported a position in ISTR in Q3 2016 and has held it in 39 quarters since. 111 funds tracked by Wall St. Rank hold ISTR as of Q1 2026.

  • Geode Capital Management held 300,099 shares of Investar Holding Corp worth $8.19M as of Q1 2026.
  • Geode Capital Management bought 76,766 Investar Holding Corp shares in Q1 2026, an estimated $2.15M.
  • Investar Holding Corp made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2485 holding.
  • Geode Capital Management first reported a position in Investar Holding Corp in Q3 2016 and has held it in 39 quarters since.
  • 111 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.