MCM
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MAI Capital Management’s Investar Holding Corp ISTR Stock Holding History

MAI 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
Q2 		– Sell
-29
Closed -$791 – 3400
2026
Q1 		$791 Buy
29
+24
+480% +$671 ﹤0.01% 4259
2025
Q4 		$134 Buy
+5
New +$123 ﹤0.01% 4116

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

MAI Capital Management's ISTR Position: Q2 2026 in Review

MAI Capital Management sold out of Investar Holding Corp (ISTR) in Q2 2026, closing a stake of 29 shares — an estimated $791 sold.

MAI Capital Management first reported a position in ISTR in Q4 2025 and held it in 2 quarters. The position peaked at $791 in Q1 2026. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • MAI Capital Management reported no remaining Investar Holding Corp position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 29 Investar Holding Corp shares in Q2 2026, an estimated $791.
  • MAI Capital Management first reported a position in Investar Holding Corp in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Investar Holding Corp position peaked at $791 in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.