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Caprock Group’s First Interstate BancSystem FIBK Stock Holding History

Caprock Group’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
Q4 		– Sell
-25,650
Closed -$787K – 1016
2024
Q3 		$787K Sell
25,650
-23
-0.1% -$686 0.03% 452
2024
Q2 		$713K Buy
25,673
+422
+2% +$11.2K 0.03% 452
2024
Q1 		$687K Buy
25,251
+437
+2% +$11.9K 0.04% 328
2023
Q4 		$763K Buy
24,814
+443
+2% +$11.5K 0.05% 289
2023
Q3 		$608K Buy
24,371
+404
+2% +$10.5K 0.05% 321
2023
Q2 		$571K Buy
23,967
+475
+2% +$12K 0.04% 342
2023
Q1 		$701K Buy
+23,492
New +$827K 0.05% 273
2021
Q2 		– Sell
-4,372
Closed -$201K – 532
2021
Q1 		$201K Buy
+4,372
New +$195K 0.02% 464
2020
Q3 		– Sell
-7,201
Closed -$223K – 432
2020
Q2 		$223K Hold
7,201
– – 0.03% 343
2020
Q1 		$208K Hold
7,201
– – 0.04% 308
2019
Q4 		$302K Sell
7,201
-354
-5% -$14.8K 0.05% 246
2019
Q3 		$304K Hold
7,555
– – 0.06% 236
2019
Q2 		$299K Buy
+7,555
New +$302K 0.06% 238

Other funds holding FIBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Caprock Group's FIBK Position: Q4 2024 in Review

Caprock Group sold out of First Interstate BancSystem (FIBK) in Q4 2024, closing a stake of 25,650 shares — an estimated $787K sold.

Caprock Group first reported a position in FIBK in Q2 2019 and held it in 13 quarters. The position peaked at $787K in Q3 2024. 241 funds tracked by Wall St. Rank hold FIBK as of Q4 2024.

  • Caprock Group reported no remaining First Interstate BancSystem position as of Q4 2024 after selling out during the quarter.
  • Caprock Group sold 25,650 First Interstate BancSystem shares in Q4 2024, an estimated $787K.
  • Caprock Group first reported a position in First Interstate BancSystem in Q2 2019 and held it in 13 quarters.
  • Caprock Group's First Interstate BancSystem position peaked at $787K in Q3 2024.
  • 241 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q4 2024.

Based on Caprock Group's 13F filing for Q4 2024, filed 23 Jan 2025.