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Investar Holding shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Investar Holding (ISTR) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Investar Holding

Tip: Access up to 7 years of quarterly data

All positions including Investar Holding held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investar Holding by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.0k 199 29.97

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View all positions for Integrated Wealth Concepts

Top funds holding Investar Holding

BlackRock
Vanguard Capital Management
Dimensional Fund Advisors
Geode Capital Management
Fourthstone
Banc Funds Company
Royce & Associates
Alliancebernstein
Citadel Advisors
Two Sigma Investments
State Street Corporation
Texas Capital Bank Wealth Management Services
Arrowstreet Capital, Limited Partnership
Sandler O'Neill Asset Management
Vanguard Portfolio Management

View all funds holding Investar Holding