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FIBK icon

Capstone Wealth Management’s First Interstate BancSystem FIBK Stock Holding History

Capstone Wealth Management’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
Q2 		$926K Buy
23,667
+29
+0.1% +$1.03K 0.69% 23
2026
Q1 		$799K Buy
23,638
+1,393
+6% +$49.8K 0.68% 23
2025
Q4 		$776K Buy
+22,245
New +$728K 0.68% 24

Other funds holding FIBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capstone Wealth Management's FIBK Position: Q2 2026 in Review

Capstone Wealth Management increased its First Interstate BancSystem (FIBK) stake by 0.12% in Q2 2026, buying an estimated $1.03K and bringing the position to 23,667 shares worth $926K. The position accounts for 0.69% of the portfolio, ranked #23.

Capstone Wealth Management first reported a position in FIBK in Q4 2025 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold FIBK as of Q2 2026.

  • Capstone Wealth Management held 23,667 shares of First Interstate BancSystem worth $926K as of Q2 2026.
  • Capstone Wealth Management bought 29 First Interstate BancSystem shares in Q2 2026, an estimated $1.03K.
  • First Interstate BancSystem made up 0.69% of Capstone Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Capstone Wealth Management first reported a position in First Interstate BancSystem in Q4 2025 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2026.

Based on Capstone Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.