Arden Trust’s First Interstate BancSystem FIBK Stock Holding History

Arden Trust’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
2024 Q2	$251K	Buy	9,043 +247	+3%	+$6.54K	0.04%	204
2024 Q1	$239K	Sell	8,796 -387	-4%	-$10.6K	0.03%	225
2023 Q4	$282K	Buy	+9,183	New	+$239K	0.04%	207
2020 Q2	–	Sell	-15	Closed	–	–	483
2020 Q1	$0	Buy	+15	New	+$538	﹤0.01%	761

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

FIB

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Arden Trust's FIBK Position: Q2 2024 in Review

Arden Trust increased its First Interstate BancSystem (FIBK) stake by 2.8% in Q2 2024, buying an estimated $6.54K and bringing the position to 9,043 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #204.

Arden Trust first reported a position in FIBK in Q1 2020 and has held it in 4 quarters since. The position peaked at $282K in Q4 2023. 219 funds tracked by Wall St. Rank hold FIBK as of Q2 2024.

Arden Trust held 9,043 shares of First Interstate BancSystem worth $251K as of Q2 2024.
Arden Trust bought 247 First Interstate BancSystem shares in Q2 2024, an estimated $6.54K.
First Interstate BancSystem made up 0.04% of Arden Trust's portfolio in Q2 2024, its #204 holding.
Arden Trust first reported a position in First Interstate BancSystem in Q1 2020 and has held it in 4 quarters since.
Arden Trust's First Interstate BancSystem position peaked at $282K in Q4 2023.
219 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.