Superior Planning, LLC’s First Interstate BancSystem FIBK Stock Holding History

Superior Planning, LLC’s Portfolio FIBK Stock Details FIBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.18K	Buy	+173	New	+$6.54K	﹤0.01%	1118

Other funds holding FIBK

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Superior Planning, LLC's FIBK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in First Interstate BancSystem (FIBK) in Q3 2026: 173 shares worth $6.18K. The stake represents ﹤0.01% of the portfolio and ranks #1118 among its holdings.

192 funds tracked by Wall St. Rank hold FIBK as of Q3 2026.

Superior Planning, LLC held 173 shares of First Interstate BancSystem worth $6.18K as of Q3 2026.
First Interstate BancSystem was a new Superior Planning, LLC position in Q3 2026.
First Interstate BancSystem made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1118 holding.
192 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.