SEI Investments’s Investar Holding Corp ISTR Stock Holding History

SEI Investments’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 Q3	$913K	Hold	31,624	–	–	﹤0.01%	2351
2026 Q2	$947K	Sell	31,624 -33,657	-52%	-$961K	﹤0.01%	2323
2026 Q1	$1.78M	Buy	65,281 +31,272	+92%	+$874K	﹤0.01%	2066
2025 Q4	$909K	Buy	+34,009	New	+$836K	﹤0.01%	2224
2021 Q3	–	Sell	-10,750	Closed	-$246K	–	2596
2021 Q2	$246K	Buy	+10,750	New	+$237K	﹤0.01%	2385

Other funds holding ISTR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SEI Investments's ISTR Position: Q3 2026 in Review

SEI Investments held its Investar Holding Corp (ISTR) position steady in Q3 2026 at 31,624 shares worth $913K. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

SEI Investments first reported a position in ISTR in Q2 2021 and has held it in 5 quarters since. The position peaked at $1.78M in Q1 2026. 58 funds tracked by Wall St. Rank hold ISTR as of Q3 2026.

SEI Investments held 31,624 shares of Investar Holding Corp worth $913K as of Q3 2026.
SEI Investments left its Investar Holding Corp share count unchanged in Q3 2026.
Investar Holding Corp made up ﹤0.01% of SEI Investments's portfolio in Q3 2026, its #2351 holding.
SEI Investments first reported a position in Investar Holding Corp in Q2 2021 and has held it in 5 quarters since.
SEI Investments's Investar Holding Corp position peaked at $1.78M in Q1 2026.
58 funds tracked by Wall St. Rank held Investar Holding Corp as of Q3 2026.

Based on SEI Investments's 13F filing for Q3 2026, filed 10 Nov 2026.