UBS AM’s Investar Holding Corp ISTR Stock Holding History

UBS AM’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	$6.05K	Hold	202	–	–	﹤0.01%	3369
2026 Q1	$5.51K	Buy	202 +161	+393%	+$4.5K	﹤0.01%	3444
2025 Q4	$1.1K	Buy	+41	New	+$1.01K	﹤0.01%	3177

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

UBS AM's ISTR Position: Q2 2026 in Review

UBS AM held its Investar Holding Corp (ISTR) position steady in Q2 2026 at 202 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3369.

UBS AM first reported a position in ISTR in Q4 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

UBS AM held 202 shares of Investar Holding Corp worth $6.05K as of Q2 2026.
UBS AM left its Investar Holding Corp share count unchanged in Q2 2026.
Investar Holding Corp made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3369 holding.
UBS AM first reported a position in Investar Holding Corp in Q4 2025 and has held it in 3 quarters since.
123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.