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Martingale Asset Management’s Investar Holding Corp ISTR Stock Holding History

Martingale Asset 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
-52,739
Closed -$1.44M – 863
2026
Q1 		$1.44M Buy
52,739
+11,625
+28% +$325K 0.04% 409
2025
Q4 		$1.1M Buy
41,114
+4,106
+11% +$101K 0.03% 458
2025
Q3 		$859K Buy
+37,008
New +$831K 0.02% 514
2020
Q1 		– Sell
-10,802
Closed -$260K – 993
2019
Q4 		$260K Buy
+10,802
New +$266K ﹤0.01% 931

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 40.89% 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

Martingale Asset Management's ISTR Position: Q2 2026 in Review

Martingale Asset Management sold out of Investar Holding Corp (ISTR) in Q2 2026, closing a stake of 52,739 shares — an estimated $1.44M sold.

Martingale Asset Management first reported a position in ISTR in Q4 2019 and held it in 4 quarters. The position peaked at $1.44M in Q1 2026. 122 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • Martingale Asset Management reported no remaining Investar Holding Corp position as of Q2 2026 after selling out during the quarter.
  • Martingale Asset Management sold 52,739 Investar Holding Corp shares in Q2 2026, an estimated $1.44M.
  • Martingale Asset Management first reported a position in Investar Holding Corp in Q4 2019 and held it in 4 quarters.
  • Martingale Asset Management's Investar Holding Corp position peaked at $1.44M in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.