Allied Investment Advisors’s First Interstate BancSystem FIBK Stock Holding History

Allied Investment Advisors’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	$503K	Sell	14,078 -80	-0.6%	-$3.03K	0.05%	75
2026 Q2	$546K	Buy	14,158 +80	+0.6%	+$2.83K	0.07%	72
2026 Q1	$470K	Sell	14,078 -1,522	-10%	-$54.4K	0.07%	67
2025 Q4	$540K	Sell	15,600 -1,448	-8%	-$47.4K	0.08%	64
2025 Q3	$543K	Buy	17,048 +4,326	+34%	+$135K	0.09%	63
2025 Q2	$367K	Buy	12,722 +23	+0.2%	+$620	0.06%	67
2025 Q1	$364K	Sell	12,699 -781	-6%	-$24.2K	0.07%	64
2024 Q4	$438K	Buy	13,480 +3,270	+32%	+$106K	0.09%	57
2024 Q3	$313K	Hold	10,210	–	–	0.06%	61
2024 Q2	$284K	Hold	10,210	–	–	0.07%	58
2024 Q1	$278K	Hold	10,210	–	–	0.07%	56
2023 Q4	$314K	Sell	10,210 -594	-5%	-$15.4K	0.09%	52
2023 Q3	$269K	Sell	10,804 -1,430	-12%	-$37.3K	0.08%	51
2023 Q2	$292K	Buy	12,234 +1,430	+13%	+$36.1K	0.08%	50
2023 Q1	$323K	Buy	10,804 +660	+7%	+$23.2K	0.1%	47
2022 Q4	$392K	Hold	10,144	–	–	0.12%	46
2022 Q3	$409K	Buy	10,144 +682	+7%	+$27.5K	0.15%	44
2022 Q2	$361K	Hold	9,462	–	–	0.13%	45
2022 Q1	$348K	Buy	9,462 +295	+3%	+$11.6K	0.11%	46
2021 Q4	$373K	Hold	9,167	–	–	0.13%	44
2021 Q3	$369K	Hold	9,167	–	–	0.14%	44
2021 Q2	$383K	Sell	9,167 -500	-5%	-$23.1K	0.14%	44
2021 Q1	$445K	Hold	9,667	–	–	0.19%	41
2020 Q4	$394K	Hold	9,667	–	–	0.19%	42
2020 Q3	$308K	Hold	9,667	–	–	0.17%	42
2020 Q2	$299K	Hold	9,667	–	–	0.17%	42
2020 Q1	$279K	Buy	9,667 +385	+4%	+$13.8K	0.2%	40
2019 Q4	$389K	Hold	9,282	–	–	0.23%	39
2019 Q3	$374K	Hold	9,282	–	–	0.24%	40
2019 Q2	$368K	Buy	9,282 +530	+6%	+$21.2K	0.25%	39
2019 Q1	$349K	Buy	+8,752	New	+$350K	0.24%	39

Other funds holding FIBK

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Allied Investment Advisors's FIBK Position: Q3 2026 in Review

Allied Investment Advisors reduced its First Interstate BancSystem (FIBK) stake by 0.57% in Q3 2026, selling an estimated $3.03K and leaving 14,078 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #75.

Allied Investment Advisors first reported a position in FIBK in Q1 2019 and has held it in 31 quarters since. The position peaked at $546K in Q2 2026. 14 funds tracked by Wall St. Rank hold FIBK as of Q3 2026.

Allied Investment Advisors held 14,078 shares of First Interstate BancSystem worth $503K as of Q3 2026.
Allied Investment Advisors sold 80 First Interstate BancSystem shares in Q3 2026, an estimated $3.03K.
First Interstate BancSystem made up 0.05% of Allied Investment Advisors's portfolio in Q3 2026, its #75 holding.
Allied Investment Advisors first reported a position in First Interstate BancSystem in Q1 2019 and has held it in 31 quarters since.
Allied Investment Advisors's First Interstate BancSystem position peaked at $546K in Q2 2026.
14 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.