Marshall Wace’s Investar Holding Corp ISTR Stock Holding History

Marshall Wace’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	$1.22M	Buy	+40,686	New	+$1.16M	﹤0.01%	2097
2026 Q1	–	Sell	-52,504	Closed	-$1.4M	–	3452
2025 Q4	$1.4M	Sell	52,504 -10,218	-16%	-$251K	﹤0.01%	1766
2025 Q3	$1.46M	Buy	62,722 +4,501	+8%	+$101K	﹤0.01%	1767
2025 Q2	$1.12M	Buy	58,221 +24,451	+72%	+$451K	﹤0.01%	1795
2025 Q1	$595K	Buy	+33,770	New	+$633K	﹤0.01%	2008
2021 Q4	–	Sell	-25,990	Closed	-$572K	–	4070
2021 Q3	$572K	Buy	25,990 +5,330	+26%	+$118K	﹤0.01%	2320
2021 Q2	$473K	Buy	+20,660	New	+$456K	﹤0.01%	2157

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

Marshall Wace's ISTR Position: Q2 2026 in Review

Marshall Wace opened a new position in Investar Holding Corp (ISTR) in Q2 2026: 40,686 shares worth $1.22M. The stake represents ﹤0.01% of the portfolio and ranks #2097 among its holdings. This is a return to the name: Marshall Wace previously reported a position in ISTR as recently as Q4 2025.

Marshall Wace first reported a position in ISTR in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.46M in Q3 2025. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

Marshall Wace held 40,686 shares of Investar Holding Corp worth $1.22M as of Q2 2026.
Investar Holding Corp was a new Marshall Wace position in Q2 2026.
Investar Holding Corp made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2097 holding.
Marshall Wace first reported a position in Investar Holding Corp in Q2 2021 and has held it in 7 quarters since.
Marshall Wace's Investar Holding Corp position peaked at $1.46M in Q3 2025.
123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.