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Rothschild Investment LLC’s Investar Holding Corp ISTR Stock Holding History

Rothschild Investment LLC’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 		$569 Buy
19
+8
+73% +$229 ﹤0.01% 3233
2026
Q1 		$300 Hold
11
– – ﹤0.01% 3231
2025
Q4 		$294 Buy
+11
New +$270 ﹤0.01% 3049

Other funds holding ISTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GWM
Glass Wealth Management San Antonio, Texas $299M AUM 66.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's ISTR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Investar Holding Corp (ISTR) stake by 73% in Q2 2026, buying an estimated $229 and bringing the position to 19 shares worth $569. The position accounts for ﹤0.01% of the portfolio, ranked #3233.

Rothschild Investment LLC first reported a position in ISTR in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • Rothschild Investment LLC held 19 shares of Investar Holding Corp worth $569 as of Q2 2026.
  • Rothschild Investment LLC bought 8 Investar Holding Corp shares in Q2 2026, an estimated $229.
  • Investar Holding Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3233 holding.
  • Rothschild Investment LLC first reported a position in Investar Holding Corp in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.