Algert Global’s First Interstate BancSystem FIBK Stock Holding History

Algert Global’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 Q1	–	Sell	-8,542	Closed	-$277K	–	1231
2024 Q4	$277K	Buy	+8,542	New	+$278K	0.01%	1007
2024 Q3	–	Sell	-9,413	Closed	-$261K	–	1312
2024 Q2	$261K	Buy	+9,413	New	+$249K	0.01%	1176
2023 Q3	–	Sell	-42,935	Closed	-$1.02M	–	1154
2023 Q2	$1.02M	Hold	42,935	–	–	0.04%	656
2023 Q1	$1.28M	Buy	+42,935	New	+$1.51M	0.06%	535

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Algert Global's FIBK Position: Q1 2025 in Review

Algert Global sold out of First Interstate BancSystem (FIBK) in Q1 2025, closing a stake of 8,542 shares — an estimated $277K sold.

Algert Global first reported a position in FIBK in Q1 2023 and held it in 4 quarters. The position peaked at $1.28M in Q1 2023. 248 funds tracked by Wall St. Rank hold FIBK as of Q1 2025.

Algert Global reported no remaining First Interstate BancSystem position as of Q1 2025 after selling out during the quarter.
Algert Global sold 8,542 First Interstate BancSystem shares in Q1 2025, an estimated $277K.
Algert Global first reported a position in First Interstate BancSystem in Q1 2023 and held it in 4 quarters.
Algert Global's First Interstate BancSystem position peaked at $1.28M in Q1 2023.
248 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2025.

Based on Algert Global's 13F filing for Q1 2025, filed 13 May 2025.