Advantage Alpha Capital Partners’s First Interstate BancSystem FIBK Stock Holding History

Advantage Alpha Capital Partners’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
2025 Q2	–	Sell	-7,079	Closed	-$203K	–	137
2025 Q1	$203K	Sell	7,079 -10,988	-61%	-$341K	0.05%	143
2024 Q4	$587K	Buy	18,067 +1,995	+12%	+$64.9K	0.14%	119
2024 Q3	$493K	Buy	16,072 +4,684	+41%	+$140K	0.11%	128
2024 Q2	$316K	Sell	11,388 -1,196	-10%	-$31.7K	0.07%	145
2024 Q1	$342K	Sell	12,584 -4,470	-26%	-$122K	0.06%	152
2023 Q4	$524K	Buy	+17,054	New	+$444K	0.1%	136

Other funds holding FIBK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Advantage Alpha Capital Partners's FIBK Position: Q2 2025 in Review

Advantage Alpha Capital Partners sold out of First Interstate BancSystem (FIBK) in Q2 2025, closing a stake of 7,079 shares — an estimated $203K sold.

Advantage Alpha Capital Partners first reported a position in FIBK in Q4 2023 and held it in 6 quarters. The position peaked at $587K in Q4 2024. 233 funds tracked by Wall St. Rank hold FIBK as of Q2 2025.

Advantage Alpha Capital Partners reported no remaining First Interstate BancSystem position as of Q2 2025 after selling out during the quarter.
Advantage Alpha Capital Partners sold 7,079 First Interstate BancSystem shares in Q2 2025, an estimated $203K.
Advantage Alpha Capital Partners first reported a position in First Interstate BancSystem in Q4 2023 and held it in 6 quarters.
Advantage Alpha Capital Partners's First Interstate BancSystem position peaked at $587K in Q4 2024.
233 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2025.

Based on Advantage Alpha Capital Partners's 13F filing for Q2 2025, filed 13 Aug 2025.