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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
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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Martingale Asset Management's ISTR Position: Q1 2026 in Review

Martingale Asset Management increased its Investar Holding Corp (ISTR) stake by 28% in Q1 2026, buying an estimated $325K and bringing the position to 52,739 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #409.

Martingale Asset Management first reported a position in ISTR in Q4 2019 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold ISTR as of Q1 2026.

  • Martingale Asset Management held 52,739 shares of Investar Holding Corp worth $1.44M as of Q1 2026.
  • Martingale Asset Management bought 11,625 Investar Holding Corp shares in Q1 2026, an estimated $325K.
  • Investar Holding Corp made up 0.04% of Martingale Asset Management's portfolio in Q1 2026, its #409 holding.
  • Martingale Asset Management first reported a position in Investar Holding Corp in Q4 2019 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.