NewEdge Advisors’s Investar Holding Corp ISTR Stock Holding History

NewEdge Advisors’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	$102K	Buy	3,401 +5	+0.1%	+$143	﹤0.01%	2944
2026 Q1	$92.6K	Buy	3,396 +5	+0.1%	+$140	﹤0.01%	2775
2025 Q4	$90.6K	Buy	3,391 +5	+0.1%	+$123	﹤0.01%	2792
2025 Q3	$78.6K	Buy	3,386 +6	+0.2%	+$135	﹤0.01%	2682
2025 Q2	$65.3K	Buy	3,380 +7	+0.2%	+$129	﹤0.01%	2582
2025 Q1	$59.4K	Buy	3,373 +6	+0.2%	+$113	﹤0.01%	2486
2024 Q4	$73.9K	Buy	3,367 +6	+0.2%	+$131	﹤0.01%	2385
2024 Q3	$65.2K	Buy	3,361 +6	+0.2%	+$106	﹤0.01%	2352
2024 Q2	$51.7K	Buy	3,355 +761	+29%	+$12K	﹤0.01%	2330
2024 Q1	$42.4K	Buy	2,594 +7	+0.3%	+$115	﹤0.01%	2366
2023 Q4	$38.6K	Buy	2,587 +11	+0.4%	+$125	﹤0.01%	2311
2023 Q3	$27.3K	Buy	2,576 +8	+0.3%	+$103	﹤0.01%	2290
2023 Q2	$31.1K	Buy	2,568 +8	+0.3%	+$98	﹤0.01%	2251
2023 Q1	$35.7K	Buy	2,560 +1,131	+79%	+$21.8K	﹤0.01%	2134
2022 Q4	$31	Buy	+1,429	New	+$30.7K	﹤0.01%	3541

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

NewEdge Advisors's ISTR Position: Q2 2026 in Review

NewEdge Advisors increased its Investar Holding Corp (ISTR) stake by 0.15% in Q2 2026, buying an estimated $143 and bringing the position to 3,401 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #2944.

NewEdge Advisors first reported a position in ISTR in Q4 2022 and has held it in 15 quarters since. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

NewEdge Advisors held 3,401 shares of Investar Holding Corp worth $102K as of Q2 2026.
NewEdge Advisors bought 5 Investar Holding Corp shares in Q2 2026, an estimated $143.
Investar Holding Corp made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2944 holding.
NewEdge Advisors first reported a position in Investar Holding Corp in Q4 2022 and has held it in 15 quarters since.
123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.